Lam Research is a leading provider of equipment and services used in the semiconductor manufacturing process. The company specializes in designing and developing advanced technologies that enable the fabrication of integrated circuits, which are essential components in a wide range of electronic devices. Lam Research’s innovative solutions focus on achieving high productivity, improved performance, and efficiency for semiconductor manufacturers. By offering advanced etch, deposition, and cleaning systems, Lam Research plays a crucial role in enabling the production of smaller, faster, and more energy-efficient chips that power modern technology. Read More
In a decisive move to solidify its technological sovereignty, Beijing has officially enforced a mandate requiring domestic chipmakers to source at least 50% of their manufacturing equipment from local suppliers. This strategic policy, a cornerstone of the evolved 'Made in China 2025' initiative, marks a transition from defensive posturing against Western sanctions to a proactive [...]
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 5.9% in the afternoon session after several financial firms showed strong confidence in the company, with one upgrading its stock rating and another starting coverage with a positive outlook.
The global semiconductor landscape reached a historic fever pitch on January 15, 2026, as ASML Holding N.V. (Euronext: ASML / NASDAQ: ASML) officially crossed the $500 billion market capitalization threshold. This milestone, which cements the Dutch firm’s status as Europe’s most valuable technology company, was propelled by a
As of January 15, 2026, the era of a single, unified global semiconductor market has officially come to an end. Following a quiet but firm December 2025 directive from Beijing, Chinese chipmakers are now operating under a strict 50% domestic equipment mandate. This policy requires all new fabrication facilities and capacity expansions to source at [...]
As of January 14, 2026, Micron Technology (NASDAQ: MU) finds itself at a dizzying crossroads. While the company is reporting record-breaking revenues and its high-bandwidth memory (HBM) production is sold out through the end of the year, a growing chorus of analysts and institutional investors is sounding the alarm over
BOISE, Idaho – As of January 13, 2026, the financial markets are witnessing a historic transformation in the semiconductor landscape. Micron Technology (NASDAQ: MU), once a company defined by the volatile boom-and-bust cycles of the commodity memory market, has completed a two-year metamorphosis into a high-margin powerhouse at the center of
In a move that has sent shockwaves through the semiconductor sector, Bank of America (BofA) analysts have aggressively raised their price target for Micron Technology (NASDAQ: MU) to a staggering $400.00 per share. The upgrade, issued on January 13, 2026, comes as the industry grapples with a massive supply-demand
Looking back on semiconductor manufacturing stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Lam Research (NASDAQ:LRCX) and its peers.
The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At the heart of this surge is Lam Research (NASDAQ: LRCX), which saw its stock price reach a new all-time
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 8% in the morning session after Goldman Sachs raised its price target on the stock amid broad strength in the semiconductor industry.
A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 6.2% in the afternoon session after Aletheia Capital initiated coverage on the stock with a 'Buy' rating.
