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LRCXNASDAQ/information technology

Lam Research Corporation

$329.92下跌-20,41 (-5,83%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

Lam Research Corporation operates in Semiconductor Equipment within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
335,38
Hoch
337,96
Tief
326,90
Marktkapitalisierung
412,59 Mrd.
KGV
62.37
52-Wochen-Hoch
--
Dividende
0.300%
Quartalsdividende
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
DRAM node transitions, HBM capacity and NAND layer growth can expand etch and deposition intensity. The base case remains conditional on china and export controls staying manageable.
多头情景
DRAM node transitions, HBM capacity and NAND layer growth can expand etch and deposition intensity. Complex transistor and interconnect structures require additional critical wafer-processing steps. The installed base creates recurring demand for spares, upgrades and productivity services.
空头情景
Expanded controls can reduce addressable equipment and service revenue in a significant market. A small number of large chipmakers can postpone projects and materially change demand. New-tool qualification, component availability and manufacturing scale-up can affect shipments and margins.
论点失效条件
Reassess the thesis if expanded controls can reduce addressable equipment and service revenue in a significant market.

关键催化剂

  • Memory equipment recovery

    DRAM node transitions, HBM capacity and NAND layer growth can expand etch and deposition intensity.

  • Leading-edge process intensity

    Complex transistor and interconnect structures require additional critical wafer-processing steps.

  • Customer support business

    The installed base creates recurring demand for spares, upgrades and productivity services.

主要风险

  • China and export controls

    Expanded controls can reduce addressable equipment and service revenue in a significant market.

  • Customer spending concentration

    A small number of large chipmakers can postpone projects and materially change demand.

  • Product and supply execution

    New-tool qualification, component availability and manufacturing scale-up can affect shipments and margins.

最新财报研究

Q3 FY2026

Lam Research reported March-quarter 2026 results and discussed memory investment, leading-edge foundry and logic transitions, advanced packaging and customer-support demand.

估值解读

  • A favorable interpretation requires rising process intensity to offset swings in wafer-fab equipment spending.
  • Installed-base services add resilience, while memory exposure and export controls preserve meaningful cyclicality.

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数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Lam Research Corporation Reports Financial Results for the Quarter Ended March 29, 2026Lam Research Corporation · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/22 上午12:00:00

查看原始来源
Lam Research Corporation Investor RelationsLam Research Corporation · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Lam Research Corporation SEC FilingsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源

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