ACM Research: A WFE National Champion
ACM Research is a promising investment opportunity with strong growth prospects and undervalued potential. Click here to read ...
Lam Research: Here's The Price I'll Start Buying At
Lam Research's Q2-2025 earnings beat expectations, with strong revenue and EPS growth. Read why I remain neutral on LRCX ...
ACM research CFO Mark McKechnie sells shares worth $330,000
Mark McKechnie, Chief Financial Officer and Treasurer of ACM Research, Inc. (NASDAQ:ACMR), a semiconductor equipment manufacturer with a market capitalization of $1.47 billion and impressive ...
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Tokyo Electron expects AI to fuel double-digit growth
Tokyo Electron forecast rising AI-related investment to drive the wafer fab equipment (WFE) market next fiscal year, targeting double-digit growth. In its fiscal Q3 2025 (ending 31 December) earnings ...
Positive Outlook and Strategic Risk Management Drive Buy Rating for Lam Research
Lam Research (LRCX – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Atif Malik from ...
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Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Goldman Sachs expects Lam Research to outperform in 2025, driven by new transistor adoption and a recovering wafer fab equipment market. Next: Access Our New, Shockingly Simple 'Alert System' It ...
Lam Research Positioned for Growth Amidst Challenges: Buy Rating Justified by Strong Financial Performance and Market Position
Charles Shi, an analyst from Needham, maintained the Buy rating on Lam Research (LRCX – Research Report). The associated price target remains ...
Lam Research forecasts quarterly revenue above estimates amid AI boost
Chip-making equipment supplier Lam Research forecast third-quarter revenue above Wall Street expectations on Wednesday, driven by a surge in orders from chip firms amid the AI boom.