Ultime notizie per Lam Research (NASDAQ:LRCX) Azioni

LAM RESEARCH CORP

Lam Research

Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.

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Lam Research Corp

Morgan Stanley analyst Joseph Moore maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Equal-Weight and raises the price target from $82 to $87.

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Morgan Stanley Maintains Equal-Weight on Lam Research, Raises Price Target to $87

Investors with a lot of money to spend have taken a bullish stance on Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LRCX, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 20 uncommon options trades for Lam Research.
This isn't normal.
The overall sentiment of these big-money traders is split between 55% bullish and 45%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $327,780, and 16 are calls, for a total amount of $986,243.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $60.0 and $120.0 for Lam Research, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Lam Research options trades today is 1270.18 with a total volume of 1,743.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Lam Research's big money trades within a strike price range of $60.0 to $120.0 over the last 30 days.
<h3>Lam Research Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751043647_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$19.75</td>
<td>$19.7</td>
<td>$19.7</td>
<td>$100.00</td>
<td>$277.8K</td>
<td>4.1K</td>
<td align="right">141</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$38.05</td>
<td>$37.5</td>
<td>$37.83</td>
<td>$60.00</td>
<td>$189.1K</td>
<td>449</td>
<td align="right">50</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$5.15</td>
<td>$5.1</td>
<td>$5.15</td>
<td>$95.00</td>
<td>$154.5K</td>
<td>349</td>
<td align="right">302</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$1.93</td>
<td>$1.93</td>
<td>$1.93</td>
<td>$70.00</td>
<td>$96.5K</td>
<td>1.9K</td>
<td align="right">500</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$5.9</td>
<td>$5.8</td>
<td>$5.9</td>
<td>$120.00</td>
<td>$88.5K</td>
<td>736</td>
<td align="right">150</td>
</tr>
</tbody>
</table>

<h3>About Lam Research</h3>
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
In light of the recent options history for Lam Research, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Lam Research Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 2,746,753, the LRCX's price is up by 0.14%, now at $96.98. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 33 days.</li>
</ul>
<h3>Professional Analyst Ratings for Lam Research</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $113.33.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from B. Riley Securities keeps a Buy rating on Lam Research with a target price of $115. 
&#x2A; An analyst from Oppenheimer persists with their Outperform rating on Lam Research, maintaining a target price of $110. 
&#x2A; An analyst from Cantor Fitzgerald persists with their Overweight rating on Lam Research, maintaining a target price of $115. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Lam Research with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Decoding Lam Research's Options Activity: What's the Big Picture?

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform <a href="https://www.benzinga.com/topic/chipmakers">the AI front-runner.</a>
Despite rising nearly 14% through the end of June, Nvidia now lags behind a group of chipmakers delivering significantly stronger gains.
Crucially, Nvidia&#8217;s long-held outperformance over the broader chip sector—tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>)—has nearly evaporated in the first half of the year.
Is this just a pause in Nvidia's dominance, or the beginning of a more permanent shift in the AI hardware race?
<h3 class="wp-block-heading">Nvidia Is No Longer The Top Chip Gainer</h3>
After dominating the AI-fueled bull runs of 2023 and 2024, Nvidia has posted a modest year-to-date gain of 13.6% as of June 25, fully recovering from a Deepseek-driven selloff in January. 
But while Nvidia is in the green, several rival chipmakers have surged ahead.
Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) leads the pack, up 44.5% through June. KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) follows with a 40.4% gain, and Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has jumped 32.9%. 
Other notable performers include Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) with a 24% rise, Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) up 19.1% and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) gaining 14.7%.
By contrast, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has added 13%, nearly matching Nvidia, while the broader sector tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) rose 10%.
This marks a reversal from 2024, when Nvidia soared 179.3%, more than doubling the returns of TSM, which gained 93.8%.
In 2023, Nvidia delivered a staggering 236.5% return, leaving AMD (+116.5%) and Broadcom (+100.1%) in the dust. That level of dominance is now being challenged. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock Name</th>
<th>YTD Gain (as of June 25,2025)</th>
<th>2024 Performance</th>
<th>2023 Performance</th>
</tr>
</thead>
<tbody>
<tr>
<td>Micron Technology Inc. </td>
<td>+44.5%</td>
<td>+2.3%</td>
<td>+63.5%</td>
</tr>
<tr>
<td>KLA Corp. </td>
<td>+40.4%</td>
<td>+9.5%</td>
<td>+48.8%</td>
</tr>
<tr>
<td>Lam Research Corp. </td>
<td>+32.9%</td>
<td>-7.5%</td>
<td>+80.9%</td>
</tr>
<tr>
<td>Arm Holdings PLC </td>
<td>+24.0%</td>
<td>+70.6%</td>
<td>—</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc. </td>
<td>+19.1%</td>
<td>-18.2%</td>
<td>+116.5%</td>
</tr>
<tr>
<td>Broadcom Inc. </td>
<td>+14.7%</td>
<td>+107.8%</td>
<td>+100.1%</td>
</tr>
<tr>
<td>Nvidia Corp. </td>
<td>+13.6%</td>
<td>+179.3%</td>
<td>+236.5%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. </td>
<td>+13.0%</td>
<td>+93.8%</td>
<td>—</td>
</tr>
<tr>
<td>Invesco PHLX Semiconductor ETF </td>
<td>+10.0%</td>
<td>+20.2%</td>
<td>+60.9%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Why Is The AI Leadership Rotating?</h3>
The sector rotation may reflect a broadening investor focus across the AI hardware stack.
While Nvidia continues to dominate AI accelerators, analysts see expanding opportunities in memory, manufacturing, and equipment, where companies like Micron, Lam and KLA are well-positioned.
In a note shared Wednesday, Bank of America analyst Vivek Arya estimated that the global AI data center market could grow from about $250 billion today to about $1 trillion by 2030, reflecting a 26% compound annual growth rate.
That growth rate is more than three times faster than overall IT spending, which Arya expects to rise at an 8% pace.
More than $800 billion of the projected $1 trillion market could be allocated to generative AI computing, networking and storage infrastructure.
AI servers are expected to dominate spending, accounting for roughly 80–85% of the total addressable market, or about $700 billion—including approximately $650 billion in accelerators. Networking is projected to capture 10–15%, or $74 billion, while storage will represent around 5%, or $39 billion. 
By 2030, total spending on AI data center systems is forecast to exceed 10% of global IT expenditures and make up more than 80% of all data center infrastructure outlays.
&#8220;We expect every major country/region to invest in creating its independent&nbsp;sovereign&nbsp;AI factory, trained in local language, culture, generating high-tech employment, and serving critical healthcare, defense, industrial, financial and cyber needs,&#8221; Arya said.
According to Bank of America Nvidia is expected to retain more than 80% of the AI accelerator market over time, while AMD is projected to hold around 5%. 
&#8220;Nvidia remains key beneficiary, but the rising tide is also positive Broadcom, AMD, Marvell, optical, foundry, memory, and semicap peers,&#8221; he added. 
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<li>Cantor Fitzgerald increased Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) price target from $90 to $115. Cantor Fitzgerald analyst Matthew Prisco maintained an Overweight rating. Lam Research shares closed at $91.61 on Monday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
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Cantor Fitzgerald analyst Matthew Prisco maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Overweight and raises the price target from $90 to $115.

Cantor Fitzgerald Maintains Overweight on Lam Research, Raises Price Target to $115

Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart &#8211; a <a href="https://www.benzinga.com/topic/golden-cross">technical Golden Cross</a> &#8211; as the stock surged nearly 25% year to date.
For the uninitiated, a Golden Cross occurs when a stock's short-term moving average breaks above its long-term average, hinting at sustained bullish momentum. 
And Lam just did it in style &#8211; its 50-day simple moving average (SMA) has now decisively crossed above its 200-day average, turning heads in the semiconductor corner of Wall Street.
Read Also: <a href="https://www.benzinga.com/insights/news/25/06/45976861/heres-how-much-you-would-have-made-owning-lam-research-stock-in-the-last-10-years">Here&#8217;s How Much You Would Have Made Owning Lam Research Stock In The Last 10 Years</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623"><img loading="lazy" decoding="async" width="627" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png" alt="" class="wp-image-958119" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM-300x233.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623">Chart created using Benzinga Pro</a>
<h2 class="wp-block-heading">From Fab Floors to Stock Floors</h2>
Lam isn't just another tech stock &#8211; it's a critical cog in the global chip machine, making the tools that power deposition and etch processes. That's tech-speak for helping build and carve microscopic chip features layer by layer. With a dominant share in etch and a solid second place in deposition, Lam's gear sits inside the fabs of TSMC, Samsung, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Despite a 12% dip over the past month, LRCX is now showing signs of strength. With its price at $90.49, above the 50-day SMA of $79.38 and the 200-day SMA of $77.42, multiple technical signals are flashing green. The MACD (moving average convergence/divergence) at 3.33 and RSI (relative strength index) at 62.01 further support a growing bullish trend.
<h2 class="wp-block-heading">Betting On The Memory Cycle?</h2>
Lam's reliance on memory chipmakers (DRAM and NAND) has made it more cyclical than some peers &#8211; but that's turning into a feature, not a bug. 
As demand rebounds and capex from big players like Samsung and Micron ramps back up, Lam could ride the wave of equipment upgrades and restocking.
<h2 class="wp-block-heading">The Quiet Golden Opportunity</h2>
The Golden Cross may be quiet, but it&#8217;s loud enough for traders and long-term investors to pay attention. With AI, advanced packaging, and chip expansion cycles ramping globally, Lam Research may have just etched a path higher.
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Technicals

Signals

SSNLF

This TSMC, Samsung Supplier Just Made A Golden Cross

B. Riley Securities analyst Craig Ellis maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Buy and raises the price target from $95 to $115.

B. Riley Securities Maintains Buy on Lam Research, Raises Price Target to $115

Providing a diverse range of perspectives from bullish to bearish, 19 analysts have published ratings on Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) in the last three months.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">8</td>
<td align="right">7</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $89.37, a high estimate of $110.00, and a low estimate of $70.00. Highlighting a 3.97% decrease, the current average has fallen from the previous average price target of $93.06. 
<img src="https://www.benzinga.com/files/images/story/2025/1750186833_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Lam Research. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$95.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Harlan Sur</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$95.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Srini Pajjuri</td>
<td>Raymond James</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Melissa Weathers</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$70.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Craig Ellis</td>
<td>B. Riley Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$95.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$80.00</td>
<td>$96.00</td>
</tr>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$82.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Krish Sankar</td>
<td>TD Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$100.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Joseph Quatrochi</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Mark Lipacis</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$99.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$70.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$90.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$92.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$90.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$80.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Blayne Curtis</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$100.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Announces</td>
<td>Outperform</td>
<td>$95.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Lam Research. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Lam Research compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Lam Research's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Lam Research's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/LRCX/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Lam Research analyst ratings.</a>
<h2>All You Need to Know About Lam Research</h2>
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
<h3>Understanding the Numbers: Lam Research's Finances</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Positive Revenue Trend: Examining Lam Research's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 24.43% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Lam Research's net margin excels beyond industry benchmarks, reaching 28.19%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 14.53%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Lam Research's ROA stands out, surpassing industry averages. With an impressive ROA of 6.69%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Lam Research's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.47, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: Simplified</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Lam Research: 19 Analysts Share Their Views

Oppenheimer analyst Ed Yang maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Outperform and raises the price target from $80 to $110.

Oppenheimer Maintains Outperform on Lam Research, Raises Price Target to $110

Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has outperformed the market over the past 10 years by 16.41% on an annualized basis producing an average annual return of 27.38%. Currently, Lam Research has a market capitalization of $120.45 billion. 
Buying $100 In LRCX: If an investor had bought $100 of LRCX stock 10 years ago, it would be worth $1,125.61 today based on a price of $94.17 for LRCX at the time of writing.
<h3>Lam Research's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750173313_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Lam Research Stock In The Last 10 Years

NXPI

TSEM

Shares of chip stocks are trading higher, possibly amid overall market strength on hopes of Iran-Israel de-escalation.

Recent stock trades made by a senator could show conflicts of interest given his committee assignments and ramp up the call to ban members of Congress from being able to buy and sell stocks.
Here's a look at the recent stock trades made by Senator Markwayne Mullin (R-Okla.).
What Happened: Mullin recently bought stock in several stocks, while also selling a position in the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500. The trades are shown on the <a href="https://www.benzinga.com/gov-trades/members/markwayne-mullin">Benzinga Government Trades page.</a>
According to a recent disclosure, Mullin bought the following stocks on May 13:
<ul class="wp-block-list">
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>): $15,000 to $50,000</li>
<li>Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>): $15,000 to $50,000</li>
<li>CSX Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>): $15,000 to $50,000</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>): $50,000 to $100,000</li>
<li>ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>): $15,000 to $50,000</li>
<li>LPL Financial Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>): $15,000 to $50,000</li>
<li>L3 Harris Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): $15,000 to $50,000</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): $15,000 to $50,000</li>
<li>Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): $15,000 to $50,000</li>
<li>Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): $15,000 to $50,000</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): $50,000 to $100,000</li>
<li>Zoetis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZTS#NYSE">ZTS</a>): $50,000 to $100,000</li>
</ul>
In the same disclosure, Mullin also reported selling $500,000 to $1 million worth of SPDR S&amp;P 500 ETF Trust.
He reportedly bought between $285,000 and $750,000 in new stock positions, along with total transactions ranging from $785,000 to $1.75 million.
One of the most active stock traders in the Senate, Benzinga shows 325 trades worth $8.47 million, and Quiver Quant <a href="https://www.quiverquant.com/congresstrading/politician/Markwayne%20Mullin-M001190">shows </a>$15.5 million in trades from Mullin in recent years.
His net worth is listed by Quiver Quant at $65.7 million, with part of the wealth coming from selling businesses before becoming a Congressman from 2013 to 2023 and later a Senator since 2023.
The Senator's purchase of L3 Harris Technologies could raise red flags, given that it is a large defense stock and Mullin <a href="https://www.senate.gov/general/committee_assignments/assignments.htm#MullinOK">sits </a>on the Committee on Armed Services.
The purchase of oil stocks also involves Mullin, who belongs to the Subcommittee on the Department of Interior, Environment, and Related Agencies.
The Republican senator is on numerous committees and could have inside information about government policy and contracts while making his stock transactions.
Mullin denied past conflicts of interest when he owned shares of Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and was set to vote on a potential TikTok ban, which could help Meta.
Check This Out:
<ul class="wp-block-list">
<li>Lawmakers Are Making Huge Investments In 2025. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent061225">See What They&#8217;re Buying And Selling With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: Mullin's latest trades come as a call to ban members of Congress from buying and selling stocks and options is gaining support.
Sen. Josh Hawley (R-Mo.)<a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act" target="_blank" rel="noreferrer noopener"> introduced the</a> Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act, based on the first letter of each of the main words. The name takes aim at Congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).
Pelosi, whose husband is a frequent stock trader and venture capitalist, likely doesn&#8217;t support the bill that would limit her husband's transactions while she&#8217;s in office.
Speaker of the House Mike Johnson (R-La.), also in <a href="https://www.benzinga.com/politics/25/05/45449720/speaker-johnson-backs-congressional-stock-trading-ban-ruined-by-a-few-bad-actors">favor of a ban</a>, said there is zero tolerance for &#8220;anything resembling insider trading.&#8221;
President Donald Trump recently said he would support such a ban and that he would sign the bill if Congress passed it
"Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it," Trump told TIME.
Benzinga<a href="https://www.benzinga.com/trading-ideas/25/05/45552223/exclusive-congress-trading-ban-sees-huge-support-in-reader-poll-heres-the-percent-that-say-let-them-keep-trading-stocks"> recently polled readers</a> to see where they stand on a potential ban on Congress trading.
&#8220;Should members of Congress be allowed to buy and sell stocks, options and ETFs?&#8221; Benzinga asked.
These were the results:
<ul class="wp-block-list">
<li>They should not be allowed to trade stocks, options or ETFs:&nbsp;43%</li>
<li>They should be allowed to trade as long as they report within 24 hours:&nbsp;24%</li>
<li>They should only be allowed to trade ETFs and mutual funds:&nbsp;14%</li>
<li>They should be allowed to trade as long as they report in 45 days: 11%</li>
<li>They should only be allowed to trade stocks: 8%</li>
</ul>
The poll found that 43% of readers support an outright ban on members of Congress being able to trade stocks, options, or ETFs. Eleven percent voted that the current rules should be left alone with a 45-day disclosure window.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip">Marjorie Taylor Greene Brushes Off Stock Buying Criticism, Says Portfolio Manager &#8216;Bought The Dip&#8217;</a></li>
</ul>
Photo: Shutterstock

Politics

ADBE

LPLA

GOP Senator On Armed Services Committee Buys This Defense Stock In Potential Conflict Of Interest

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has launched an artificial intelligence research and development <a target="_blank" href="https://www.benzinga.com/topic/vietnam" rel="noreferrer noopener">center in Vietnam</a>.
The company&#8217;s researchers will focus on advancing generative and agentic AI solutions across smartphones, personal computers, XR (extended reality), automotive, and IoT applications, Reuters reported on Wednesday, citing a company statement.
In July 2024, Vietnam <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39743214/as-nvidia-amazon-microsoft-and-google-dive-into-billions-of-data-center-investments-vietnam-open" rel="noreferrer noopener">opened its&nbsp;data center market</a> to foreign investors, allowing 100% ownership, following the implementation of controversial data storage regulations that have attracted major industry players.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/05/45320459/nvidia-apple-face-bigger-risks-from-china-trade-talks-than-any-boost-from-uk-deal-analyst-says" rel="noreferrer noopener">Nvidia, Apple Face Bigger Risks From China Trade Talks Than Any Boost From UK Deal, Analyst Says</a>
Since this announcement, companies including Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) have <a href="https://www.benzinga.com/government/24/05/38556060/after-nvidia-and-apple-alibaba-chases-vietnam-new-data-center-to-boost-control-and-meet-local-laws" target="_blank" rel="noreferrer noopener">reached out</a> to Vietnam to diversify their supply chain base amid heightening geopolitical tensions between the U.S. and China.
Lam Research&nbsp;weighed the supply chain shift to Vietnam, with the Vietnamese government canvassing the former to commit $1 billion to local production efforts.
Nvidia tapped&nbsp;Vietnamese tech firms for AI development. Nvidia <a target="_blank" href="https://www.benzinga.com/government/regulations/24/12/42347647/nvidia-partners-with-vietnam-government-to-develop-advanced-ai-and-more" rel="noreferrer noopener">plans to</a> build AI research data centers in Vietnam with the government.
According to Bloomberg, Vietnam is eyeing an<a target="_blank" href="https://www.bloomberg.com/news/terminal/SK8QBTT0AFB4" rel="noreferrer noopener">&nbsp;</a>annual revenue of over $100 billion from the semiconductor industry by 2050. The government targets three big data centers and three AI centers by 2030.
In November 2024, Apple supplier&nbsp;Hon Hai Precision Industry Co,&nbsp;operating as Foxconn,&nbsp;committed $80 million&nbsp;to the country for a chip plant after bagging approval to invest $383 million in another chip facility in Vietnam.
Price Action: QCOM stock is trading lower by 0.36% to $158.55 premarket at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/06/45835916/vietnams-vinfast-burns-more-cash-to-spur-ev-growth" target="_blank" rel="noreferrer noopener">Vietnam&#8217;s VinFast Burns More Cash To Spur EV Growth</a></li>
</ul>
Photo via Shutterstock

Government

AAPL

BABA

Qualcomm Taps Vietnam For Next-Gen AI Push, Joining Apple And Nvidia In Supply Chain Shakeup

Bank of America Securities analyst Vivek Arya on Monday <a href="https://www.benzinga.com/topic/tech-stocks" target="_blank" rel="noreferrer noopener">recapped takeaways from</a> a tech conference in which 27 companies attended.
Representatives from the following companies attended: Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>); Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>); Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>); Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>); Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>); Coherent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>); Lumentum Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>); ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>); Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>); Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>); and Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>); KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>); and Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
Arya noted that the overall tone was positive across computing and networking for GPU (Nvidia and AMD) and ASIC (Marvell) vendors.
He maintains Nvidia with a Buy rating with a $180 price target. Nvidia remains best positioned to benefit from the ongoing AI tide, supported by a multi-year lead in performance (AI scaling), pipeline, incumbency, scale, and developer support, he adds.
Also, the company&#8217;s rack-scale systems are in full production and overall AI demand continues to rise for inference reasoning and sovereign AI.
Also Read: <a href="https://www.benzinga.com/m-a/25/06/45789800/amd-acquires-another-company-to-expands-ai-arsenal" target="_blank" rel="noreferrer noopener">AMD Acquires Another Company To Expand AI Arsenal</a>
Arm also expects a continued 50% server CPU deployment share this year, Arya said.
Arya raised his price target on Arm to $150 (from $135) on the continued proliferation (market share gain) of Arm-based CPUs in the data center, above peers, though justified by Arm&#8217;s superior growth profile, sticky Licensing business, and expanding Royalty rates.
Concerns about tariff-related pull-ins remain at Intel for PCs. Still, AMD continues to see strong sell-through in the second quarter, aided by higher-ASP new products, and could even see seasonal second-half strength, the analyst said.
Arya said Lam Research, KLA Corp, and Applied Materials indicated strong momentum in leading-edge F/L and advanced DRAM WFE this year, which is helping to offset weakness in China and trailing-edge spending to sustain mid-single-digit Y/Y growth in calendar 2025.
The analyst said KLA Corp also suggested that mid-single-digit Y/Y WFE growth in calendar 2026 could be a plausible assumption led by strong 2nm/GAA investments.
Lam Research noted NAND upgrades in the early stages across multiple customers inside a $40 billion multi-year opportunity, Arya said. Crucially, all vendors suggested China is &#8220;de-risked&#8221; this year despite recent restriction noise and can settle at 25%- 30% of sales, the analyst noted.
Arya raised his Lam Research price target to $100 (from $90), which was justified by improving NAND prospects as a leading-edge foundry/logic, and advanced DRAM (DDR5/HBM) remained strong.
The analyst raised his price target on KLA Corp to $900 (from $825), given increasing leading-edge F/L ramp visibility, advanced packaging TAM expansion, and best-in-class profitability.
He raised his Lumentum price target to $78 (from $70), justified by broad-based strength in the data center.
Arya raised his On Semiconductor price target to $60 (from $55), which was justified following management calling the second-quarter auto bottom with broad-based recovery across auto and industrial expected in the second half.
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Shares of chip stocks are trading lower amid reports indicating the Trump administration is planning wider China tech restrictions.

Lam Research's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NYSE">LRCX</a>) short percent of float has risen 17.39% since its last report. The company recently reported that it has 27.59 million shares sold short, which is 2.16% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.64 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Lam Research Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748610025_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Lam Research has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Lam Research's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Lam Research's peer group average for short interest as a percentage of float is 9.04%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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How Is The Market Feeling About Lam Research?

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Shares of semiconductor companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has outperformed the market over the past 15 years by 10.91% on an annualized basis producing an average annual return of 22.79%. Currently, Lam Research has a market capitalization of $103.67 billion. 
Buying $1000 In LRCX: If an investor had bought $1000 of LRCX stock 15 years ago, it would be worth $21,749.40 today based on a price of $81.05 for LRCX at the time of writing.
<h3>Lam Research's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748297710_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Lam Research 15 Years Ago Would Be Worth Today

ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) attributed a decade-long investment in developing a high numerical aperture behind its most advanced and expensive <a href="https://www.benzinga.com/topic/chip-stocks" target="_blank" rel="noreferrer noopener">chipmaking machine that</a> commanded a price of over $400 million. 
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany and the Netherlands, then assembled them in the Veldhoven, Netherlands, lab for testing and approval before disassembling them again for shipment, CNBC <a href="https://www.cnbc.com/2025/05/22/exclusive-look-at-high-na-asmls-new-400-million-chipmaking-colossus.html" target="_blank" rel="noreferrer noopener">reported</a> on Thursday.
Intel Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Oregon chip fabrication plant became ASML&#8217;s first high NA machine customer in 2024. ASML has shipped only five of them. 
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" target="_blank" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
ASML has ramped up production to serve Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (SSNLF) and Intel. 
ASML told CNBC that High NA would also serve its EUV customers, such as Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), SK Hynix and Rapidus.
CEO Christophe Fouquet replied to CNBC that the company purposely kept the prices of its machines in check to drive the chipmaking costs down, as per Moore&#8217;s law, leading to more opportunities.
ASML is building its first U.S. training center in Arizona.
It plans to ship at least five more systems in 2025 and ramp up production capacity of 20 machines in a few years.
ASML stock lost nearly 7% year-to-date as it grappled with U.S. semiconductor sanctions and tariff policies on China and other countries.
CNBC&#8217;s &#8220;Mad Money Lightning Round,&#8221;&nbsp;Jim Cramer recommended buying&nbsp;Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) over ASML, citing ASML&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/25/05/45466164/jim-cramer-prefers-autozone-over-rival-buy-the-one-thats-not-going-to-stock-split" rel="noreferrer noopener">weaker quarterly results</a>.
ASML Price Action: ASML stock is up 0.84% at $743.39 at publication on Thursday.
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Photo: Skorzewiak via Shutterstock

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