米国市場銘柄情報

LRCX ラムリサーチ

銘柄追加

908.530
+24.850+2.81%

終値 05/03 16:00 ET

915.000
+6.470+0.71%

市場前 09:05 ET

1,187.82億時価総額33.37直近PER

ラムリサーチに関するコメント

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PREMOSULTRAA

04/17 21:29

semiconductor world

1. $ASMLホールディング(ASML.US)$ | 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...

Singh Rahul

04/15 16:37

Here’s a roadmap showing how top semiconductor companies are driving production in the new digital economy

1. $アーム・ホールディングス(ARM.US)$ provides the blueprint for processors.
2. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ manufactures the chips using equipment from $ASMLホールディング(ASML.US)$ & $ラムリサーチ(LRCX.US)$ .
3. $エヌビディア(NVDA.US)$ & $アドバンストマイクロデバイシズ(AMD.US)$ supply the GPUs and CPUs.
4. $マイクロンテクノロジー(MU.US)$ will then provide the memory tech for data storage.
5. $スーパーマイクロコンピューター(SMCI.US)$ & $デルテクノロジーズ C(DELL.US)$ integrate...

Moomoo AI

03/17 20:48

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.

Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Rockyturki

03/13 21:34

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. $ASMLホールディング(ASML.US)$ - monopoly in lithography machines
2. $アプライドマテリアルズ(AMAT.US)$ - makes machines across manufacturing process
3. $ラムリサーチ(LRCX.US)$ - largest etching equipment provider
4. $KLA(KLAC.US)$ - dominates process diagnostics & control space

In One Chart

03/13 19:59

コラムTech Giant in One Chart: Who Are the Suppliers of TSMC?

$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ 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:
$ASMLホールディング(ASML.US)$: A leadin...

Moomoo News Global

03/05 19:20

コラムFrom Nvidia to Others: Wall Street's Hunt for the Next AI Investment Opportunity

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...

Unstoppable AI chip stock momentum: AMD's worth 310 billion and hits new highs

Moomoo AI

03/03 20:24

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.

Lam Research Corporation's (NASDAQ:LRCX) Price In Tune With Earnings

Moomoo AI

02/18 20:48

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.

Returns On Capital At Lam Research (NASDAQ:LRCX) Paint A Concerning Picture

Moomoo Recap US

02/10 05:11

コラムWall Street Today | S&P Closes Above 5,000, as Nvidia, AMD, Broadcom Sustain Rally

RECAP
US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates.
The $S&P 500 Index(.SPX.US)$ rose for a 14th week out of 15, the first for large-cap inde...