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LRCX / Lam Research: No Material WFE Recovery In H2 2023

Lam Research: No Material WFE Recovery In H2 2023
We remain hold-rated on Lam Research Corporation. We don't think the current strength in its advanced packaging and domestic Chinese businesses is enough to materially offset weakness in advanced foundry/logic and advanced memory demand. Management expects 2023's WFE market to contract 21% Y/Y, a modestly better-than-previous estimate of 21-25% driven by panic-buying from Chinese customers concerned with expanded export restrictions by the Biden administration. Read More
Posted: Sep 12 2023, 16:53
Author Name: Seeking Alpha
Views: 112297

LRCX News  

Are Computer and Technology Stocks Lagging Lam Research (LRCX) This Year?

By Zacks Investment Research
October 27, 2023

Are Computer and Technology Stocks Lagging Lam Research (LRCX) This Year?

Here is how Lam Research (LRCX) and MongoDB (MDB) have performed compared to their sector so far this year. more_horizontal

Investors Heavily Search Lam Research Corporation (LRCX): Here is What You Need to Know

By Zacks Investment Research
October 26, 2023

Investors Heavily Search Lam Research Corporation (LRCX): Here is What You Need to Know

Zacks.com users have recently been watching Lam Research (LRCX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's pros more_horizontal

1 Top Stock to Play the Memory Chip Market Rebound

By The Motley Fool
October 21, 2023

1 Top Stock to Play the Memory Chip Market Rebound

Lam Research is a key supplier to memory chip manufacturers, and a highly profitable one. Lam could be a superior bet on a memory chip rebound. more_horizontal

Lam Research Corporation (LRCX) Q1 2024 Earnings Call Transcript

By Seeking Alpha
October 18, 2023

Lam Research Corporation (LRCX) Q1 2024 Earnings Call Transcript

Lam Research Corporation (NASDAQ:LRCX ) Q1 2024 Earnings Call Transcript October 18, 2023 5:00 PM ET Company Participants Tina Correia - Corporate Vic more_horizontal

Lam Research (LRCX) Beats Q1 Earnings and Revenue Estimates

By Zacks Investment Research
October 18, 2023

Lam Research (LRCX) Beats Q1 Earnings and Revenue Estimates

Lam Research (LRCX) came out with quarterly earnings of $6.85 per share, beating the Zacks Consensus Estimate of $6.07 per share. This compares to ear more_horizontal

Lam Research earnings: What to expect

By Market Watch
October 18, 2023

Lam Research earnings: What to expect

When Lam Research Corp. reports earnings after Wednesday's closing bell, analysts will be looking to see if the company expects the wafer-fab-equipmen more_horizontal

Should You Buy and Lam Research (LRCX) Ahead of Earnings?

By Zacks Investment Research
October 17, 2023

Should You Buy and Lam Research (LRCX) Ahead of Earnings?

Lam Research (LRCX) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season. more_horizontal

Should You Buy Lam Research (LRCX) Ahead of Earnings?

By Zacks Investment Research
October 17, 2023

Should You Buy Lam Research (LRCX) Ahead of Earnings?

Lam Research (LRCX) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season. more_horizontal


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