Recent #Lam Research news in the semiconductor industry

7 months ago
➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.
ChinaEPSEUVGuidanceLRCXLam ResearchMarketOrderRecoverySEMICONDUCTORTech Spendingrevenue
10 months ago
➀ Lam Research reported good financial results but provided a softer guidance, leading to investor disappointment. ➁ Applied Materials' request for CHIPS Act funding for their Epic facility seems to have been denied. ➂ The semiconductor industry is expected to recover steadily, but at a slower pace than previous cycles, influenced by factors like AI and HBM, as well as declining margins from Chinese customers.
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