Chip suppliers ASML Holding NV (NASDAQ:ASML), Broadcom Inc (NASDAQ:AVGO), and Lam Research Corp (NASDAQ:LRCX) are higher today, after Taiwan Semiconductor (TSM) reported record quarterly profits and said they expect revenue to grow in the first three months of 2025 growth thanks to strong artificial intelligence (AI) processing chip demand.ASML is up 4.3% to trade at $757.42 at last glance, but is still struggling with long-term overhead pressure at the $780 level, which rejected last week's rally. Shares a ...

公司表现与市场对比 - Lam Research最新收盘价为7506美元较前一日上涨082%表现优于标普500指数的012%涨幅但落后于道琼斯指数的052%涨幅纳斯达克指数则下跌023% [1] - 过去一个月Lam Research股价下跌434%表现不及计算机与技术行业的373%跌幅和标普500指数的345%跌幅 [2] 财务预测与市场预期 - Lam Research预计在2025年1月29日发布财报市场预期每股收益为087美元同比增长16%营收预计为431亿美元同比增长1459% [3] - 全年市场预期每股收益为351美元同比增长1739%营收预计为1719亿美元同比增长1535% [4] - 近期分析师对Lam Research的预期调整反映了最新的短期业务趋势正向调整通常被视为公司业务前景良好的信号 [4] 估值与行业对比 - Lam Research的远期市盈率为2124低于行业平均的2528表明其估值相对较低 [7] - 公司的PEG比率为137低于电子半导体行业平均的209表明其估值相对于盈利增长更具吸引力 [8] 行业排名与表现 - 电子半导体行业属于计算机与技术板块当前Zacks行业排名为92位于所有250多个行业的前37% [9] - Zacks行业排名通过计算行业内个股的平均Zacks排名来评估行业强度排名前50%的行业表现优于后50%的行业表现 [9]

FREMONT, Calif., Jan. 14, 2025 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its innovative dry photoresist (dry resist) technology has been qualified for direct-print 28nm pitch back end of line (BEOL) logic at 2nm and below by imec, a leading research and innovation hub in nanoelectronics and digital technologies. An advanced patterning technique introduced by Lam, dry resist enhances the resolution, productivity and yield of extreme ultraviolet (EUV) lithography, a pivotal ...

In the latest trading session, Lam Research (LRCX) closed at $77.04, marking a -0.62% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.16%. Elsewhere, the Dow saw an upswing of 0.25%, while the tech-heavy Nasdaq depreciated by 0.06%.The semiconductor equipment maker's stock has climbed by 3.18% in the past month, exceeding the Computer and Technology sector's loss of 0.17% and the S&P 500's loss of 2.8%.The upcoming earnings release of Lam Research will be of gre ...

There are few areas of the market more dynamic and topical than semiconductors of late, with surging demand for AI hardware, supply chain disruption and enormous geopolitical variables to consider as an investor. Alongside many other giants of the sector, Lam Research (Gordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countri ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lam Research. The Motley Fool has a disclosure policy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lam Research. The Motley Fool has a disclosure policy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

FREMONT, Calif., Jan. 6, 2025 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, January 29, 2025, beginning at 2:00 p.m. Pacific Standard Time (5:00 p.m. Eastern Standard Time). Webcast: To access the webcast, visit the Investors section of Lam's website athttp://www.lamresearch.com and click on the Investors/InvestorsOverview/Events & Presentations section to view the details. Replay Info ...

人工智能基础设施支出 - 人工智能基础设施支出在过去几年表现强劲 预计2025年将继续增长 市场研究公司IDC预测 2025年人工智能支出将达到2270亿美元 [1] - 人工智能支出预计将持续增长至2028年 届时将超过7490亿美元 [2] 微软 - 微软2024年表现平平 股价仅上涨14% 低于纳斯达克综合指数31%的涨幅 但公司具有巨大的AI驱动增长潜力 [3] - 微软在云计算 个人电脑和工作场所生产力等多个AI相关市场占据有利位置 其AI业务预计将在下一季度达到100亿美元的年收入运行率 [4] - 微软智能云收入在2025财年第一季度同比增长20% 达到241亿美元 其中Azure云服务收入增长23% [4] - AI贡献了Azure季度增长的12个百分点 表明AI技术对微软云业务产生了显著影响 [5] - 微软Azure在云基础设施服务市场的份额上升至20% 略高于云基础设施支出23%的增长率 [6] - 全球云支出预计到2030年将达到2万亿美元 微软20%的市场份额将使其云收入达到4000亿美元 远高于2024财年的1050亿美元 [7] - 分析师预计微软2025财年每股收益将增长10%至13.04美元 [8] - 微软股票市盈率为35倍 与纳斯达克100指数的33倍市盈率相比并不昂贵 [9] Lam Research - Lam Research过去一年表现不佳 股价下跌2% 主要由于内存市场疲软 但2025年前景看好 [10] - 市场研究公司TrendForce预测 2025年DRAM资本支出将增长25% NAND闪存支出将增长10% [11] - 支持设备端大型语言模型功能的智能手机可能需要额外7GB的DRAM 内存制造商如美光科技也观察到类似趋势 [12] - Lam Research 35%的收入来自向内存制造商销售半导体制造设备 内存市场的潜在复苏将对其业绩产生积极影响 [13] - Lam Research 2025财年第一季度收入同比增长20%至41.7亿美元 每股收益增长25%至0.86美元 [14] - 分析师预计Lam Research在当前财年和下一财年的收入将实现两位数增长 每股收益将增长17% [14] - Lam Research股票市盈率为24倍 低于纳斯达克100指数的33倍 市场可能因其增长潜力而给予更高估值 [15] - Lam Research的12个月中位目标价为95美元 意味着股价可能从当前水平上涨32% [16]

公司表现 - Lam Research最新交易日收盘价为73.99美元，较前一交易日上涨0.22%，表现优于标普500指数的0.04%跌幅 [1] - 过去一个月公司股价上涨3.16%，低于计算机和科技板块的5.93%涨幅，但高于标普500指数的1.05%涨幅 [1] - 公司预计即将公布的每股收益为0.87美元，同比增长16%，营收预计为43.1亿美元，同比增长14.59% [2] - 全年Zacks共识预测每股收益为3.50美元，营收为171.9亿美元，分别同比增长17.06%和15.35% [3] 估值指标 - 公司当前远期市盈率为21.12，低于行业平均的39.57 [7] - 公司PEG比率为1.36，低于电子半导体行业平均的2.16 [8] 行业排名 - 电子半导体行业属于计算机和科技板块，当前Zacks行业排名为145，处于所有250多个行业的底部43% [9] - Zacks行业排名显示，排名前50%的行业表现优于后50%的行业，比例为2:1 [9]