COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.April 25, 2024 — Pierre Ferragu
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Chinese WFE imports down 17% in 1Q24. Our quick take.April 20, 2024 — Pierre Ferragu
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Semicap and the AI cycle: How does the HBM boom impact WFE spending?April 12, 2024 — Pierre Ferragu
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Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
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Chinese WFE spending: steep decline in February. Risk of a 1Q24 miss?March 20, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
