美股市場個股詳情
LRCX 泛林集團
- 924.540
- +16.010+1.76%
收盤價 05/06 16:00 (美東)
- 917.030
- -7.510-0.81%
盤後 19:50 (美東)
1208.75億總市值33.95市盈率TTM
925.500最高價910.570最低價75.47萬股成交量915.280今開908.530昨收6.97億成交額0.58%換手率27.84市盈率(靜)1.31億總股本1005.22452周最高15.07市淨率1203.26億流通值524.33352周最低7.73股息TTM1.30億流通股1005.223歷史最高0.84%股息率TTM1.64%振幅-0.854歷史最低923.249平均價1股每手
泛林集團股票討論區
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1. $阿斯麥(ASML.US$ | ASML Holding
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...
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1. $Arm Holdings(ARM.US$ provides the blueprint for processors.
2. $台積電(TSM.US$ manufactures the chips using equipment from $阿斯麥(ASML.US$ & $泛林集團(LRCX.US$ .
3. $英偉達(NVDA.US$ & $美國超微公司(AMD.US$ supply the GPUs and CPUs.
4. $美光科技(MU.US$ will then provide the memory tech for data storage.
5. $超微電腦(SMCI.US$ & $戴爾科技(DELL.US$ integrate...
2. $台積電(TSM.US$ manufactures the chips using equipment from $阿斯麥(ASML.US$ & $泛林集團(LRCX.US$ .
3. $英偉達(NVDA.US$ & $美國超微公司(AMD.US$ supply the GPUs and CPUs.
4. $美光科技(MU.US$ will then provide the memory tech for data storage.
5. $超微電腦(SMCI.US$ & $戴爾科技(DELL.US$ integrate...
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Lam Research's optimistic future growth seems factored into its current share price. However, it may not be the best time to buy as it's trading around industry price multiples. It's worth examining other factors like balance sheet strength for the next price drop.
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In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $阿斯麥(ASML.US$ - monopoly in lithography machines
2. $應用材料(AMAT.US$ - makes machines across manufacturing process
3. $泛林集團(LRCX.US$ - largest etching equipment provider
4. $科磊(KLAC.US$ - dominates process diagnostics & control space
1. $阿斯麥(ASML.US$ - monopoly in lithography machines
2. $應用材料(AMAT.US$ - makes machines across manufacturing process
3. $泛林集團(LRCX.US$ - largest etching equipment provider
4. $科磊(KLAC.US$ - dominates process diagnostics & control space
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$台積電(TSM.US$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$阿斯麥(ASML.US$: A leadin...
Equipment Suppliers:
$阿斯麥(ASML.US$: A leadin...
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我一年前購買了 ASML... 他們的平版印刷機很棒。
The AI industry has experienced explosive growth with the emergence of popular AI models such as ChatGPT for text generation and Sora for video generation in recent years. These models have significantly enhanced the multimodal capabilities, allowing for further extension of AI applications. In addition, continuous iteration and optimization of existing models and the surge in training dataset size have led to a skyr...
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Investors anticipate strong future growth from Lam Research despite its high P/E ratio. The superior earnings outlook contributes to this, with shareholders confident about future earnings.
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$泛林集團(LRCX.US$在2022年3月分析時還叫拉姆研究，由於估值相對增速有較多折扣被選出，至今股價提升65.8%。
1984年上市，主要做半導體加工設備業務，當前價格922.42。
5年來營收除2019年外持續增長，平均增速9.5%，營業利潤2023年受毛利率下滑影響也有萎縮，平均增速10.2%，淨利潤平均增速13.6%。受股票回購影響，每股收益增速達到20.3%。2023年利息費用佔營業利潤的0.9%，利息負擔可忽略。毛利率近5年從45.2%下降到44.6%，淨資產收益率從38.8%提升到74.9%後略微萎縮到62.3%。
2024上半年營收萎縮30.1%，營業利潤萎縮38.3%，淨利潤萎縮36.4%，從季報看已經連續萎縮4個季度。
5年來資產負債率從60.6%下降到56.3%。 應收的比例和增速正常，但是存2023年貨已經提高到營收的27.6%，比例偏高。商譽及其他無形資產 17.78億，佔82.22億淨資產的22%，長期借款49.8億，低於56.23億現金。庫存股230.04億，股票數量持續下降。
5年來現金流經營淨額大幅高於投資淨額，產生了大比例股...
1984年上市，主要做半導體加工設備業務，當前價格922.42。
5年來營收除2019年外持續增長，平均增速9.5%，營業利潤2023年受毛利率下滑影響也有萎縮，平均增速10.2%，淨利潤平均增速13.6%。受股票回購影響，每股收益增速達到20.3%。2023年利息費用佔營業利潤的0.9%，利息負擔可忽略。毛利率近5年從45.2%下降到44.6%，淨資產收益率從38.8%提升到74.9%後略微萎縮到62.3%。
2024上半年營收萎縮30.1%，營業利潤萎縮38.3%，淨利潤萎縮36.4%，從季報看已經連續萎縮4個季度。
5年來資產負債率從60.6%下降到56.3%。 應收的比例和增速正常，但是存2023年貨已經提高到營收的27.6%，比例偏高。商譽及其他無形資產 17.78億，佔82.22億淨資產的22%，長期借款49.8億，低於56.23億現金。庫存股230.04億，股票數量持續下降。
5年來現金流經營淨額大幅高於投資淨額，產生了大比例股...
已翻譯
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The diminishing returns on increasing amounts of capital at Lam Research are a cause for concern. The current underlying trends do not bode well for long-term performance, and unless they reverse, it may be advisable to start looking elsewhere.
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Money Thrill : 平版印刷機... 未來量子刻版機
