Lam Research

Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers

Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…

1 month ago

Why Lam Research Stock Is Up 154% Without Selling a Single Chip

Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…

2 months ago