Lam Research Corp

Latest Lam Research Corp News and Updates

  • uploads///N ORCL Forbes list
    Technology & Communications

    Parsing Oracle-NetSuite Material Adverse Effect Clause: Part 1

    In the merger deal between Oracle (ORCL) and NetSuite (N), the MAE clause lays out the circumstances under which Oracle can back out of the transaction.

    By Brent Nyitray, CFA, MBA
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    Consumer

    Why Greenlight started a new position in Lam Research Corporation

    Greenlight disclosed a new position in Lam Research Corporation, which accounts for 1.01% of the fund’s 1Q 2014 portfolio.

    By Samantha Nielson
  • uploads///b_Semiconductors_XLNX LRCX earnings surprise Q
    Earnings Report

    Xilinx and Lam Research: First-Quarter Earnings Highlights

    On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.

    By Puja Tayal
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    Earnings Report

    Semiconductor Earnings Watch: TER and LRCX

    This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT efficiency ratio
    Company & Industry Overviews

    Can Applied Materials Maintain High Efficiency Ratios in 2019?

    In fiscal 2018, AMAT’s revenue rose 19% YoY to $17.25 billion, while its non-GAAP (generally accepted accounting principle) net income rose 29.6% YoY to $4.57 billion.

    By Puja Tayal
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    Company & Industry Overviews

    What Lam Research’s Fiscal 3Q18 Earnings Say about Memory Market

    Lam Research (LRCX) was among the first semiconductor companies to release its fiscal 3Q18 earnings for the quarter that ended on March 25.

    By Puja Tayal
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    Company & Industry Overviews

    1Q18 Earnings Season: Good News for Semiconductor Investors?

    The earnings season started with better-than-expected earnings for semiconductor equipment manufacturer Lam Research (LRCX).

    By Puja Tayal
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    Earnings Report

    Operating Efficiency Drives Applied Materials’ Profitability

    In the March quarter, AMAT had an operating expense ratio of 16.6%, which was the lowest operating expense ratio AMAT has ever achieved.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_price ratios May
    Company & Industry Overviews

    What Price Ratios Say about Applied Materials’ Stock Valuation

    On May 9, AMAT had a forward PE ratio of 12.0x, which is lower than KLAC’s ratio of 13.7x but higher than LRCX’s ratio of ~11.4x.

    By Puja Tayal
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    Earnings Report

    Five Things to Look for in Micron’s Upcoming Results

    Micron Technology (MU) stock is in the spotlight this week, as the company is set to release its fiscal 2019 fourth-quarter results on Thursday after markets close.

    By Puja Tayal
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    Company & Industry Overviews

    Western Digital’s Offer for SanDisk Includes 15% Premium

    To acquire SanDisk, Western Digital has offered SanDisk shareholders $86.50 per share. This is approximately 15% premium to SanDisk’s closing share price on October 20, 2015.

    By Anne Shields
  • uploads///A_Semiconductors_AMAT_beta May
    Company & Industry Overviews

    The Impact of US–China Trade Tensions on Applied Materials Stock

    Applied Materials (AMAT) earned 21% of its 2016 revenues and 19% of its 2017 revenues from China. Any major shift in this market could hurt AMAT.

    By Puja Tayal
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    Technology & Communications

    Is the Growth Cycle for Applied Materials Here to Stay?

    Trade war jitters between the US and China sent Applied Materials stock to $55.40 on March 23 from its 52-week high of $62.40 on March 12.

    By Puja Tayal
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    Earnings Report

    AMAT’s Weak Fiscal Q4 2018 Guidance Makes Investors Cautious

    Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT KLAC LRCX rev Growth Q YoU est
    Earnings Report

    Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX

    The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.

    By Puja Tayal
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    Earnings Report

    Applied Materials Stock Rallies on Optimism about H2 2019

    In this series, we’ll see what investors should expect from Applied Materials’ upcoming earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_efficiency ratios May
    Company & Industry Overviews

    Does AMAT Stock Deliver Better Returns than Its Peers?

    AMAT increased its stock buyback authorization by $6.0 billion, doubled its dividend per share, and is working to improve its profits to improve its ROE.

    By Puja Tayal
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    Technology & Communications

    What’s behind Semiconductor Stocks’ Rise?

    Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Moving average May
    Company & Industry Overviews

    Understanding Applied Materials’ Stock Price Movement

    Because Applied Materials (AMAT) is positioned at the beginning of the supply chain, its stock is among the first to be impacted by any industry-wide news.

    By Puja Tayal
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    Real Insights

    Top Semiconductor Stocks for the Fourth Quarter of 2020

    Semiconductor companies are a sector of the market that isn't going anywhere. Here are the top semiconductor stocks to invest in now.
    By Rachel Curry
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    Technology & Communications

    Chip Stocks Fall on Fears of a Two-Year Growth Trend Slowdown

    NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.

    By Puja Tayal
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    Technology & Communications

    Why AMAT Stock Rose 5% despite Weak Q2 Results

    Applied Materials (NASDAQ:AMAT) stock gained around 5% in after-hours trading on Thursday following its second-quarter results.

    By Ambrish Shah
  • uploads///tokyo electron market share
    Technology & Communications

    What Tokyo Electron acquisition means for Applied Materials

    Applied Materials’s merger with Tokyo Electron is expected to provide Eteris with a 25% market share in the chip manufacturing equipment market.

    By Anne Shields
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    Consumer

    Assessing Greenlight Capital’s 1st quarter 2014 positions

    In this series, we’ll go through some of the main positions that Greenlight Capital, founded by David Einhorn, traded in 1Q 2014.

    By Samantha Nielson
  • uploads///A_Semiconductors_Fab equipment spending outlook
    Company & Industry Overviews

    Fab Equipment Industry Outlook: What It Says about Lam Research

    Lam Research (LRCX) expects its shipments to fall $100 million sequentially to $3 billion in the June quarter.

    By Puja Tayal
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    Consumer

    eBay, LRCX, and PYPL Stock Movements after Earnings

    Tech stocks eBay (EBAY), PayPal (PYPL), and Lam Research (LRCX) are moving in after-hours trading after today’s earnings reports.

    By Adam Rogers
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    Company & Industry Overviews

    Earnings: XLNX and TXN Stocks in Focus This Week

    Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.

    By Puja Tayal
  • uploads///Semiconductor
    Technology & Communications

    Two Semiconductor Stocks Are Crushing It: Time to Sell?

    Semiconductor firms Lam Research and KLA Corp. have crushed the markets in 2019. While Lam Research is up 65.4%, KLA has returned 71% year-to-date.

    By Adam Rogers
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    Earnings Report

    Micron Slumps 11% after Q4 Earnings, Analysts Upbeat

    Micron (MU) stock dipped 11% after its Q4 of fiscal 2019 earnings. This slump occurred after the stock rallied about 20% in September on analysts’ optimism.

    By Puja Tayal
  • uploads///Micron
    Technology & Communications

    Micron: Q4 Earnings Send Semiconductor Stocks Lower

    Micron shares fell more than 9% in early market trading today. The stock is trading at $44.09, which is 14% below its 52-week high.

    By Adam Rogers
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    Earnings Report

    Micron Stock Fell on Disappointing Guidance

    Micron Technology reported upbeat fourth-quarter fiscal 2019 results on September 26 after the market closed. Micron stock fell 1.76% to $48.60 on the day.

    By Sophia Nicholson
  • uploads///AMAT
    Earnings Report

    AMAT Stock Fell More than 4% after Q3 Results

    Applied Materials (AMAT) shares have fallen more than 4% on Friday. The company announced its third-quarter results after the market closed on Thursday.

    By Adam Rogers
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    Earnings Report

    What to Expect from This Week’s Semiconductor Earnings

    So far, semiconductor earnings have raised investors’ expectations about growth in the second half and next year.

    By Puja Tayal
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    Technology & Communications

    Goldman Sachs Turns Bullish on Semiconductor Stocks

    The US markets are up today as Wall Street braces for a busy earnings week. The S&P 500 ETF is up 0.3%, and semiconductor stocks lead the market’s gains.

    By Adam Rogers
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    Company & Industry Overviews

    Chip Equipment Suppliers’ Stocks Rise despite Micron’s Capex Cut

    On June 25, Micron Technology (MU) reported better-than-expected earnings results for the third quarter of fiscal 2019, which sent the stock up 13.3% a day after its earnings release.

    By Puja Tayal
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    Earnings Report

    What Made Memory Stocks the Top Gains of the S&P 500 Index?

    Micron Technology (MU) and Western Digital (WDC) stocks were among the top five gainers of the S&P 500 Index on March 21 in the first half of the trading session.

    By Puja Tayal
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    Earnings Report

    Applied Materials’ Q2 Guidance Signals Semiconductor Weakness

    On February 14, in after-hours trading, Applied Materials stock fell 2% as its fiscal 2019 second-quarter guidance missed estimates.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Key growth drivers
    Earnings Report

    What’s Applied Materials’ Strategy to Tap the AI Trend?

    Applied Materials (AMAT), KLA-Tencor (KLAC), and Lam Research (LRCX) are witnessing strong growth in the memory and logic segments.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Rev by geo Q
    Earnings Report

    China: One of Applied Materials’ Key Revenue Drivers

    Applied Materials (AMAT) supplies SME (semiconductor manufacturing equipment) to chip makers all over the world.

    By Puja Tayal
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    Macroeconomic Analysis

    Watch out Market, Semiconductors are Trying to Warn Us

    Taiwan Semi is warning you Taiwan Semiconductor (TSM) missed and warned today.  They lowered 2Q revenue guidance to $7.8-$7.9 billion.  The street was at $8.82 billion.  They blamed it on smart phone slowing.  Mizuho securities also warned today that Apple’s (AAPL) forward guide would have to come down as well. Yesterday, Lam Research’s (LRCX) stock […]

    By JP Gravitt
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    Industrials

    Stocks that are Influencing the Market Midweek

    Premium Content As we make it to the middle of the first week of earnings, some interesting trends are developing, some a bit alarming, some decent.  The overall market still looks solid with the S&P500 (SPY) now up over 6% since the lows on April 2.  The Dow Jones Industrial Average (DIA) held the 200 […]

    By JP Gravitt
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    Technology & Communications

    What’s Contributing to Promising Outlook for Lam Research?

    Lam Research’s (LRCX) revenue rose 12% and 36% in 2016 and 2017, respectively. It rose 52% in 1Q18.

    By Amanda Lawrence
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    Technology & Communications

    Why Qualcomm Could Exit the List of Top 5 Cash-Rich Semi Companies

    In calendar 3Q17, Qualcomm (QCOM) was the richest semiconductor company in terms of cash, with net cash of $17.9 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_top  semi stocks by cap returns
    Technology & Communications

    This Made Micron One of the Fastest-Growing Semi Stocks of 2017

    Generally, growth stocks are the ones that deliver above-average capital appreciation, but such stocks may or may not give dividends.

    By Puja Tayal
  • uploads///A_Semiconductors_top  semi stocks by rev growth rate
    Technology & Communications

    What’s So Attractive about Micron and Lam Research to Investors?

    The semiconductor industry is currently undergoing a major transition toward AI (artificial intelligence), which is opening up new opportunities.

    By Puja Tayal
  • uploads///REV EPS LRCX
    Technology & Communications

    Why Lam Research’s Dividend Yield Has Changed over the Years

    Lam Research’s revenue and earnings in 2015 and 2016 Lam Research’s (LRCX) revenue rose 14% and 12% in 2015 and 2016, respectively. Revenue from Taiwan, China, and Southeast Asia drove growth in both years. Revenue from Korea, the United States, and Europe rose in 2015 before falling in 2016, and Japan’s revenue fell in 2015 before rising […]

    By Amanda Lawrence
  • uploads///A_Semiconductors_Top  stocks by net cash
    Technology & Communications

    The Top 5 Cash-Rich Semiconductor Stocks Today

    In calendar 2Q17, TSMC (TSM) was the richest semiconductor company in terms of cash, with net cash of $18.5 billion.

    By Puja Tayal
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    Technology & Communications

    Two Newcomers in the Top 5 Fastest-Growing Semiconductor Stocks

    As of September 12, 2017, Nvidia (NVDA) was the fastest-growing stock, rising 185% over the past year, compared to the industry’s 32% growth.

    By Puja Tayal
  • uploads///A_Semiconductors_Top  volatile stocks beta
    Technology & Communications

    Inside the Top 5 Most Volatile Semiconductor Stocks

    Intel (INTC) is the world’s largest semiconductor company and also the least volatile semiconductor stock, though it has a beta of 1.23.

    By Puja Tayal
  • uploads///A_Semiconductors_Industry_SME stock performance
    Technology & Communications

    Understanding the Role of AMAT, LRCX, and KLAC in Semiconductor Growth

    According to SEMI’s estimates, the global semiconductor market is expected to grow at a CAGR (compound annual growth rate) of 6.7% between 2015 and 2025.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_ price ratios aug
    Company & Industry Overviews

    What AMAT’s Price Ratios Say about Its Valuation

    On August 7, 2017, AMAT had a PS ratio of ~3.7x.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q semiconduct system rev by end market
    Earnings Report

    Is AMAT Losing Market Share to Lam Research and KLA-Tencor?

    The emergence of the IoT (Internet of Things), self-driving cars, AR/VR (augmented/virtual reality), and AI (artificial intelligence) is driving demand for logic and memory chips.

    By Puja Tayal
  • uploads///Aa_Semiconductors_AMAT_LRCX KLAC QoQ rev growth Q
    Company & Industry Overviews

    What AMAT’s Sequential Revenue Growth Indicates

    Applied Materials (AMAT) witnessed strong 45% year-over-year growth in 1Q17 while the overall SME market witnessed growth of 110% YoY.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_KLAC LLTC Q revenue
    Earnings Report

    Could AMAT Achieve New Revenue Milestones in Fiscal 2017?

    Applied Materials’ revenues rose 45% year-over-year to $3.5 billion in fiscal 2Q17, as its foundry and display equipment sales rose in triple digits.

    By Puja Tayal
  • uploads///A_Semiconductors_wafer fabrication equipment shipment Q
    Company & Industry Overviews

    What Pushed Applied Materials’ Stock Price to a 17-Year High

    Applied Materials (AMAT) stock has risen 86% over the past 12 months to the 17-year high of $44. In this series, we’ll look at the factors driving Applied Materials’ fiscal 2017 earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_ASML_Q Revenue by product
    Company & Industry Overviews

    How ASML’s EUV Technology Could Threaten AMAT’s Foundry Business

    ASML is seeing strong demand for its EUV technology and the strong demand was reflected in its latest fiscal 4Q16 earnings.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Q profit margins estimate
    Company & Industry Overviews

    These Factors Could Improve AMAT’s Profitability in 2017

    For fiscal 1Q17, AMAT expects its non-GAAP (generally accepted accounting principles) gross margin to rise 43.8% from 43.7% in fiscal 4Q16.

    By Puja Tayal
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    Company & Industry Overviews

    How Much Are Production Cycles Impacting Applied Materials’ Earnings?

    Applied Materials’ earnings will likely increase in 2016 as the overall semiconductor industry transitions to new technology.

    By Puja Tayal
  • uploads///N ORCL spread
    Technology & Communications

    Oracle Announces NetSuite Acquisition: Cloud Gets Bigger

    On July 28, 2016, Oracle (ORCL) and NetSuite (N) announced a merger. Oracle will purchase NetSuite for $109 per share, or $8.6 billion net of cash and debt.

    By Brent Nyitray, CFA, MBA
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    Technology & Communications

    Could the Oracle-NetSuite Deal Get Competitive?

    Oracle (ORCL) co-founder Larry Ellison and his family control 45% of NetSuite (N) stock. So it’s theoretically possible but not likely that a company could make a hostile bid.

    By Brent Nyitray, CFA, MBA
  • uploads///N ORCL fastest growing
    Technology & Communications

    Can the Oracle-NetSuite Deal Get Antitrust Approval?

    With most mergers, the rate of return is driven by the time it takes to finalize the transaction. For Oracle (ORCL) and NetSuite (N), the timeline will be driven by the antitrust waiting period.

    By Brent Nyitray, CFA, MBA
  • uploads///N ORCL Cloud land grab
    Technology & Communications

    Oracle-NetSuite Agreement: The Basics

    NetSuite agreed to a non-solicitation agreement with a fiduciary out. This means that during the pendency of the merger, NetSuite may not contact other potential buyers.

    By Brent Nyitray, CFA, MBA
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    Technology & Communications

    The Oracle-NetSuite Merger: What’s the Rationale?

    The relationship between Oracle and NetSuite goes back a long way. Oracle co-founder Larry Ellison and his family own almost half of NetSuite stock.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank licensing
    Healthcare

    Will the ARM Holdings-Softbank Merger Attract Arbitrageurs?

    Arbitrageurs will certainly be interested in setting up the ARM Holdings (ARMH) spread, especially if they can get an 8% return using the ordinary shares.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank downside
    Healthcare

    Risk-Reward Ratio of the ARM Holdings-Softbank Merger

    ARM Holdings (ARMH) was trading at about $47 per share before the deal with Softbank was announced. The risk-reward ratio is about 12:1.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank comps
    Healthcare

    Could the ARM Holdings-Softbank Deal Get Competitive?

    Softbank is paying a pretty penny for ARM Holdings (ARMH). The premium to the prevailing share price was in the low 40%.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank key growth drivers
    Healthcare

    Regulatory Conditions to the Softbank-ARM Holdings Deal

    Softbank decided to waive any antitrust or regulatory conditions to the transaction. It doesn’t care if the regulators have issues—it’s buying the company.

    By Brent Nyitray, CFA, MBA
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    Healthcare

    What Are the Conditions for the ARM Holdings-Softbank Merger?

    ARM Holdings and Softbank are merging in a cash transaction. In an unusual step, there aren’t regulatory or antitrust conditions to the transaction.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank growth drivers
    Healthcare

    What’s the Rationale for the Softbank-ARM Holdings Merger?

    The Softbank-ARMS Holdings merger intends to increase Softbank’s growth so that it can position itself as a leader in Internet of Things.

    By Brent Nyitray, CFA, MBA
  • uploads///ARMH Softbank spread
    Healthcare

    Making a Big Splash: Softbank Acquires the UK’s ARM Holdings

    On July 18, Japan’s Softbank and the United Kingdom’s ARM Holdings (ARMH) announced a merger where Softbank will buy ARM for 1,700 pence in cash.

    By Brent Nyitray, CFA, MBA
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    Miscellaneous

    What’s the Rationale for the Microsoft-LinkedIn Merger?

    LinkedIn will be a standalone entity within Microsoft. This transaction is part of Microsoft’s plan to focus on cloud-based offerings. It wants to rely less on PCs.

    By Brent Nyitray, CFA, MBA
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    Earnings Report

    Applied Materials Is Open to Merger Opportunities

    Applied Materials is still open to a merger. Applied Materials’ CEO, Gary Dickerson, clarified that he will be selective in the merger opportunities.

    By Puja Tayal
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    Company & Industry Overviews

    Applied Materials Dominates the Semiconductor Equipment Space in XLK

    Applied Materials provides manufacturing equipment, services, and software to the global semiconductor industry. It has a market cap of $18.68 billion.

    By Adam Rogers
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    Fund Managers

    Magnetar Adds New Stake in Applied Materials

    In 4Q14, Magnetar established a new position in Applied Materials. The position accounted for 2.66% of the fund’s fourth quarter portfolio.

    By Santiago Solari
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    Fund Managers

    Teradyne and the future of the semiconductor industry

    The forecast suggests a 26.5% growth in global semiconductor test equipment sales, Teradyne’s (TER) primary area of operations.

    By Santiago Solari
  • uploads///AMAT operating segment q
    Earnings Report

    Applied Materials: A detailed business overview

    According to Gartner, Applied Materials is the world’s largest maker of semiconductor equipment by revenues.

    By Anne Shields
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    Industrials

    Why Greenlight Capital starts new position in AerCap Holdings

    Greenlight disclosed a new position in AerCap Holdings NV (AER). It accounts for 1.42% of the fund’s 2Q14 portfolio. Netherlands-based AerCap is an integrated global aviation company. It has a leading market position in aircraft leasing.

    By Samantha Nielson
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