US Stock MarketDetailed Quotes
LRCX Lam Research
- 935.630
- +3.190+0.34%
Close Jun 3 16:00 ET
- 934.800
- -0.830-0.09%
Post 18:16 ET
122.33BMarket Cap34.36P/E (TTM)
952.390High911.280Low680.21KVolume946.970Open932.440Pre Close632.01MTurnover0.52%Turnover Ratio28.17P/E (Static)130.74MShares1005.22452wk High15.25P/B121.78BFloat Cap571.62352wk Low7.73Dividend TTM130.16MShs Float1005.223Historical High0.83%Div YieldTTM4.41%Amplitude-0.854Historical Low929.145Avg Price1Lot Size
Lam Research Stock Forum
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1. $Arm Holdings(ARM.US$ provides the blueprint for processors.
2. $Cadence Design Systems(CDNS.US$ & $Synopsys(SNPS.US$ enhance the speed and integrity of chip designs by offering EDA tools.
3. $Qualcomm(QCOM.US$ designs all premium mobile chips.
4. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ , $Applied Materials(AMAT.US$ & $Lam Research(LRCX.US$ .
5. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply th...
2. $Cadence Design Systems(CDNS.US$ & $Synopsys(SNPS.US$ enhance the speed and integrity of chip designs by offering EDA tools.
3. $Qualcomm(QCOM.US$ designs all premium mobile chips.
4. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ , $Applied Materials(AMAT.US$ & $Lam Research(LRCX.US$ .
5. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply th...
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1. $ASML Holding(ASML.US$ | 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. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ integrate...
2. $Taiwan Semiconductor(TSM.US$ manufactures the chips using equipment from $ASML Holding(ASML.US$ & $Lam Research(LRCX.US$ .
3. $NVIDIA(NVDA.US$ & $Advanced Micro Devices(AMD.US$ supply the GPUs and CPUs.
4. $Micron Technology(MU.US$ will then provide the memory tech for data storage.
5. $Super Micro Computer(SMCI.US$ & $Dell Technologies(DELL.US$ 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. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
1. $ASML Holding(ASML.US$ - monopoly in lithography machines
2. $Applied Materials(AMAT.US$ - makes machines across manufacturing process
3. $Lam Research(LRCX.US$ - largest etching equipment provider
4. $KLA Corp(KLAC.US$ - dominates process diagnostics & control space
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$Taiwan Semiconductor(TSM.US$ 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:
$ASML Holding(ASML.US$: A leadin...
Equipment Suppliers:
$ASML Holding(ASML.US$: A leadin...
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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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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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EZ_money :
TRIUMPHANT RETURNS : First there must be a very high purity water source for the etching and cleaning process, a few millions gallons on a daily basis, and Dupont filters provide that.