Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | LAM Research : BofA Global Research Cuts Price Objective to $88 From $96
Lam Research's (NASDAQ:LRCX) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
The ASML Chip Crash Is an Opportunity for Investors
Shares of Chip Companies and Semiconductor Equipment Stocks Are Trading Lower on Continued Weakness Following Weak Guidance From ASML.
Lam Research (LRCX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ASML’s Plunge Shows the Diverging Fortunes of Chipmakers From AI
US stock market | Soaring nearly 60% within the year! Walmart's stock price hits a new high again; outstanding stocks collectively celebrate! Telecommunications giant lm ericsson skyrocketed over 13% overnight, Blackrock's stock price broke through $1,000
Q3 results exceeded expectations! The global asset management giant BlackRock achieved record performance, with its stock price breaking through the $1000 mark.
ASML, Nvidia, United Airlines, J.H. Hunt, DJT, Morgan Stanley, and More Stock Market Movers
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
Lithography giant ASML Holding is in trouble! Analysts warn that Lam Research (LRCX.US) and kla corp (KLAC.US) performance may be affected by the slowdown in Chinese demand.
Raymond James stated that kla corp and lam research may both face the impact of declining demand from China in the short term.
Applied Materials Added as a New Short Idea at Hedgeye
Raymond James Maintains Lam Research(LRCX.US) With Buy Rating, Cuts Target Price to $100
Lam Research Options Spot-On: On October 15th, 110.39K Contracts Were Traded, With 834.43K Open Interest
On October 15th ET, $Lam Research(LRCX.US)$ had active options trading, with a total trading volume of 110.39K options for the day, of which put options accounted for 43.37% of the total transactions,
Unusual Options Activity: DIS, VFC and Others Attract Market Bets, DIS V/OI Ratio Reaches 415.7
EST Oct 15th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Short Sellers Boost Bets Against Technology Stocks in September
Lam Research Down Over 11%, on Pace for Largest Percent Decrease Since March 2020 -- Data Talk
Lam Research (LRCX) Stock Trades Down, Here Is Why
ASML Earnings Leak Sparks Broad Semiconductor Sell-Off, Sector Down Sharply As Dutch Chipmaker Lowers 2025 Outlook