The Motley Fool
Positive
9/19 9:17 AM
Semiconductor Stocks to Buy and Hold Through 2030
Nvidia grew revenue 106% year over year to $96.2 billion in its latest quarter, and management is forecasting about 70% revenue growth in fiscal 2028. Broadcom says it has already secured the manufacturing supply to double its AI chip revenue to about $115 billion next fiscal year.
24/7 Wall Street
Positive
9/18 4:59 PM
Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%
Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries.
The Motley Fool
Neutral
9/17 10:16 AM
Semiconductor Sell-Off: 1 AI Chip Stock to Buy, 1 to Hold, and 1 to Sell After Broadcom's Beat
Even after its massive gains over the past several years, Nvidia looks undervalued. AMD is making competitive strides in AI chips, but its valuation may have gotten ahead of the business.
Zacks Investment Research
Positive
9/16 4:30 PM
AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?
Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.
Zacks Investment Research
Neutral
9/15 10:51 PM
Lam Research (LRCX) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Lam Research (LRCX) stood at $270.7, denoting a -1.02% move from the preceding trading day.
Market Watch
Positive
9/15 9:40 PM
These four stocks could benefit most from a $3.2 trillion semiconductor opportunity
A BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown.
Schaeffers Research
Negative
9/15 6:37 PM
Chipmaker Pulls Back to Key Supportive Trendline
Lam Research Corporation (NASDAQ: LRCX) stock has struggled recently, shedding 16.6% in the last week alone.
24/7 Wall Street
Positive
9/15 11:00 AM
Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?
Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation.
24/7 Wall Street
Negative
9/14 2:52 PM
Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5%
Chip equipment stocks are the center of Monday morning's selling. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is down 6% to $429.71, Lam Research (NASDAQ:LRCX) stock is falling 6% to $279.
MarketBeat
Positive
9/11 6:03 PM
Lam Research Lifts 2026 WFE Outlook as AI Demand Strains Fab Capacity
Lam Research NASDAQ: LRCX executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, citing sustained artificial intelligence demand and a growing pipeline of new fabs.
52W Range
$125.02 - $438.5
Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.