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Lam Research
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
Metric timing
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Latest headlines
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AMD, Micron, SK Hynix climb as semiconductor complex attempt recovery
Semiconductor stocks edged higher on Monday following a recent sell-off.
Lam Research (LRCX) Joins AI Materials Foundry To Help Shape Future Chip MaterialsLam Research joined the AI Materials Foundry as a founding partner, a new global initiative led by CuspAI. The consortium brings together more than 45 technology and industrial companies to accelerate advanced materials discovery for semiconductors using AI and shared lab resources. The collaboration focuses on improving access to critical materials at a time when rare metal supply and next generation chip development are key industry issues. Lam Research, traded as NasdaqGS:LRCX, is tying...
3 Stocks to Buy From the Prospering Semiconductor IndustryThe Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.
Oppenheimer Names Nvidia Among Its 'Best of the Best' Momentum StocksNvidia, Lam Research Lead Oppenheimer's Fresh Momentum Stock Picks
CuspAI raises $450 million Series B for AI materials discoveryThe U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials
Big Tech Needs to Justify AI Spending as Investors Dump Stocks(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
Why it could benefit going forward
- Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
- AI-driven HBM and DRAM demand can increase wafer starts and process complexity.
- More complex chip structures tend to raise etch and deposition intensity.
Moat / edge
- Strong position in memory process equipment.
- Large installed base and recurring service revenue.
- Technical depth in high-aspect-ratio etch and deposition.
What to watch
- Memory capex recovery.
- China exposure and export-rule changes.
- Advanced packaging and gate-all-around opportunities.
Key risks
- Memory spending is highly cyclical.
- Policy restrictions can interrupt demand in important markets.
Business snapshot
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.