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DRAM prices surged 90-95%, memory suppliers booked two years out [Yahoo! Finance]

Lam Research Corporation (LRCX)  More Company Research Source: Yahoo! Finance
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
Applied Materials (AMAT) posted record DRAM revenue with DRAM now 34% of Semiconductor Systems sales, while Lam Research (LRCX) reported $5.34B in Q2 revenue with $2.68B in deferred revenue signaling locked-in equipment capacity. NVIDIA's data center revenue surge to $62.31B, driven by agentic AI adoption, is fueling demand for high-bandwidth memory that memory suppliers like Micron cannot fully satisfy despite record margins and sold-out order books extending into 2027. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here I've been watching the memory semiconductor cycle for years now, and I can't stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued the selloff in memory and semiconductor names has been completely overdone, and the data backs that up hard. "DRAM contracts this month, quarter over quarter were up 90 to 95%. We still [Read more]
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Stockreport

DRAM prices surged 90-95%, memory suppliers booked two years out [Yahoo! Finance]

Lam Research Corporation  (LRCX) 
More Company Research Source: Yahoo! Finance
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
Applied Materials (AMAT) posted record DRAM revenue with DRAM now 34% of Semiconductor Systems sales, while Lam Research (LRCX) reported $5.34B in Q2 revenue with $2.68B in deferred revenue signaling locked-in equipment capacity. NVIDIA's data center revenue surge to $62.31B, driven by agentic AI adoption, is fueling demand for high-bandwidth memory that memory suppliers like Micron cannot fully satisfy despite record margins and sold-out order books extending into 2027. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here I've been watching the memory semiconductor cycle for years now, and I can't stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued the selloff in memory and semiconductor names has been completely overdone, and the data backs that up hard. "DRAM contracts this month, quarter over quarter were up 90 to 95%. We still [Read more]
IMPACT SNAPSHOT
EVENT TIME:
LRCX
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS