We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we ...

“What we’re doing is introducing cryogenic etching,” said Rick Gottscho, CTO of Lam Research, during a recent presentation. “It’s been in the literature since the mid-1980s, but it was very much ahead ...

from increasing spare parts generated from its sizable installed base. Lam also noted its strong position for increasing etch ...

Lam holds a dominant market share in etch, a competitive position in deposition, and high penetration in memory customers. We believe its large research and development budget, at about $2 billion ...

Lam Research has captured a dominant market share in both etch equipment and deposition ... They have strong expertise in making semiconductor parts and good relationships with major clients ...

For a lot of reasons, home etching of PCBs is somewhat of a dying art. The main reason is the rise of quick-turn PCB fabrication services, of course; when you can send your Gerbers off and receive ...

He added, "Although the Wafer Fab Equipment market is likely to trend sideways or grow only modestly in [2024], we believe Lam – who has strong competitive positions in Etch and Deposition and ...

Personally, I dread the thought of etching my own boards. The process is laborious and involves messy chemicals and specially sensitized PCB’s — none of which interest me. I’ve only ever ...

That's the key question here. In my opinion, $714, which was a double bottom from August and September, should be the bottom for Lam. On the daily chart below we can see that double bottom in ...

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates ...