Lam Research Down Nearly 7%, on Pace for Largest Percent Decrease Since December 2022 — Data Talk Global News Select Jul 17, 2024, 8:43:00 AM ...

Lam Research is guiding for $3.4 billion in third-quarter revenue, $100 million higher than Wall Street estimates, which is being driven by growth in AI demand from computer chip companies.

Micron Technology MU and Lam Research LRCX are both big names in the semiconductor industry, but they operate in very different areas. Micron focuses on making memory chips like DRAM and NAND ...

Lam Research faces what is probably a temporary slump amid a secular bull trend. In the semiconductor business, investors can easily overlook companies like Lam Research (LRCX -0.23%).

Net Margin: Lam Research's net margin is impressive, surpassing industry averages. With a net margin of 27.22%, the company demonstrates strong profitability and effective cost management.

Lam Research LRCX shares slipped 1.4% after hours, following a 4.6% gain to close the regular session at $467.66.

Lam Research is also making progress in dry EUV, a technology that supports better chip patterning. It’s gaining attention from both DRAM and foundry customers.

Guidance Lam Research released their target model for Calendar Year 2023 and 2024 in early March of this year. Source: Lam Research 2020 Investor Day Presentation The following is FQ1 2022 guidance: ...

Lam Research reported Q2 earnings recently. Read more to see why I think LRCX is well positioned to benefit as the semiconductor market starts to recover.