WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies

Seeking Alpha00:04

Barclays Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $90

Futu NewsDec 12 17:31 · Ratings

Lam Research (LRCX) Receives a Hold From Barclays

TipRanksDec 12 17:16 · Ratings

Express News | LAM Research : Jefferies Cuts Target Price to $90 From $95

BreakingsDec 12 16:28

NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.

Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called

Semiconductor industry observationDec 12 10:16

Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.

In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.

Zhitong FinanceDec 12 09:16