ENTITY
Lam Research

Lam Research (LRCX US)

216
Analysis
Information TechnologyUnited States
Lam Research Corporation manufactures, markets, and services semiconductor processing equipment used in the making of integrated circuits. The Company's products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design. Lam sells its products around the world.
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28 Mar 2024 07:52

Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs

Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives...

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bullishTokyo Electron
09 Mar 2024 09:42Issuer-paid

Tokyo Electron (8035): Q3 FY03/24 Update

​Tokyo Electron is a global manufacturer of semiconductor production equipment, with strong financial performance in FY03/23 and revised earnings...

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bullishJSR Corp
07 Mar 2024 17:35

JSR Corporation (4185 JP): Response to SUNY RF Lawsuit and Rumours of SAMR Approval

JSR has filed a solid response to SUNY RF’s lawsuit. Crucially, the response implies that JIC is comfortable taking on litigation risk. Separately,...

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02 Mar 2024 15:36

Semiconductor WFE 2023 In Review, 2024 Outlook

2023 WFE revenues $93 billion, -1%YoY. Most had expected a 20% YoY decline. We expect 2024 WFE revenues to grow by ~5% YoY. China's WFE spend in...

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22 Feb 2024 09:15

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

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