If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Lam Research Corporation ( LRCX ) surged 8.3% in pre-market trading following a report from Stifel outlining expectations that wafer fabrication spending would increase 10-15% this year, up from prior expectations of 7-8%. I covered Lam Research in ...

文章核心观点 - 投资研究机构Stifel的报告上调了对今年晶圆制造设备支出的预期 这直接推动了半导体设备公司Lam Research Corporation的股价在盘前交易中大幅上涨[2] 公司表现与事件 - Lam Research Corporation的股价在盘前交易中飙升8.3%[2] - 股价上涨的直接催化剂是Stifel发布的一份报告[2] 行业预期变化 - Stifel报告将今年晶圆制造设备支出的增长预期从原先的7-8%上调至10-15%[2] - 预期的上调幅度显著 增加了3至7个百分点[2]