News

Our fair value estimate for KLA is $750 per share. Our valuation implies a fiscal 2026 (ending June 2026) adjusted price/earnings multiple of 21 times and a fiscal 2026 enterprise value/sales multiple ...
Summit Insights downgraded Lam Research (NASDAQ:LRCX) to Hold from Buy, saying while the chip equipment maker continues to benefit from strong demand in 2025, wafer fabrication equipment (WFE) ...
Lam Research Corporation (NASDAQ:LRCX) is included in our list of the 12 Unstoppable Artificial Intelligence (AI) Stocks to ...
We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...
Applied Materials will gain from 13–15% foundry growth and WFE demand, with strong margins and a 15%+ discount. Find out why ...
Investors include Onto Innovation, Lam Capital, UMC Capital, and MediaTek Capital Multibeam System Multibeam's ...
OSRAM has sold its Entertainment & Industry Lamps (ENI) business to Ushio of Tokyo for €114 million as the first step in its ...
Key Points Lam Research reported non-GAAP revenue and profits that far exceeded analyst expectations for Q2 FY2025. Revenue increased 33.6% year over year for Q4 FY2025. Both gross margin and ...
TSMC’s exit from GaN fabrication is paving the way for IDM model to take over with a tight design-manufacturing coupling.
Samsung and TSMC could benefit from the move, while makers of wafer fab equipment may lose out, according to Bernstein ...
Questex’s Sensors Converge and Fierce Electronics announced Lam Research as the winner of the Best Industrial & IIoT Solution ...
Frencken estimates that the construction and fit-out work for the new facility’s five-storey building as well as equipment ...