KLA, Lam Research receive upgrades on WFE acceleration: Wells Fargo [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
Company Research
Source: Seeking Alpha
Applied Materials ( AMAT ) remains Wells Fargo's "top pick" among the semiconductor equipment sector. Lam Research Quick Insights Wells Fargo expects an acceleration in the wafer fabrication equipment market driven by tightening logic and memory supply/demand dynamics and strong future industry demand. KLA is expected to outperform due to positive 2 nm demand dynamics and elevated inspection sample rates as the industry introduces new technology. Lam Research's outperformance is driven by increasing tightness in the NAND industry and long-term memory upgrade spending, leading to expected acceleration in demand. Recommended For You More Trending News
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LRCX
News
- Why Lam Research (LRCX) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Lam Research: Why The WFE Supercycle Changes The Valuation (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- 4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance Canada]Yahoo! Finance Canada
- 4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance]Yahoo! Finance
- KLA, ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website