ENTITY
Lam Research

Lam Research (LRCX US)

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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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22 Jan 2018 14:06

We Are Raising Our Chip Equipment Estimates for 2018 as Recent Strength Set to Persist

After taking a fresh look at our semiconductor capital equipment coverage, we are raising our 2018 equipment market growth rate from 3% to 10%. Our...

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18 Jan 2018 18:01

TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends

SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...

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27 Dec 2017 09:45

2017 Semiconductor Equipment Spending On Track For a Record $55.9 Billion

On December 12'th 2017, SEMI, the global industry association representing the electronics manufacturing supply chain,  projected that worldwide...

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14 Oct 2017 22:27

The Week That Was in NorthAsia@Smartkarma: Kobe Steel, SK Tomorrow, & Trump Plans to Visit DMZ

There were 20+ research gems in this week's The Week That Was in NorthAsia@Smartkarma. We want to highlight four reports in particular.  There were...

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12 Oct 2017 19:00

KKR TOB for Hitachi Kokusai at ¥2900 - Again a Matter of Take It Or Leave It

One year, one week, and one day after the Nikkei reported Hitachi was looking to sell Hitachi Kokusai, we have a Tender Offer on the table. The...

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