Lam Research (LRCX)

As the global financial markets navigate the opening weeks of 2026, the spotlight has once again intensified on Veldhoven, Netherlands. ASML Holding N.V. (NASDAQ: ASML), the world’s sole provider of the extreme ultraviolet (EUV) lithography machines required to print the world’s most advanced microchips, has solidified its

As of January 16, 2026, the global semiconductor landscape has been thrust into a state of high-stakes volatility following reports that the Chinese government has effectively blocked the importation of high-end artificial intelligence chips from NVIDIA (NASDAQ: NVDA). This move marks a significant escalation in the ongoing "chip war," creating

In a definitive signal that the artificial intelligence revolution is only gaining momentum, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported record-breaking fourth-quarter 2025 financial results on January 15, 2026. The world’s largest contract chipmaker surpassed even the most optimistic analyst projections, posting a staggering net income of $16.01

"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

In a decisive move to solidify its technological sovereignty, Beijing has officially enforced a mandate requiring domestic chipmakers to source at least 50% of their manufacturing equipment from local suppliers. This strategic policy, a cornerstone of the evolved 'Made in China 2025' initiative, marks a transition from defensive posturing against Western sanctions to a proactive [...]

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 5.9% in the afternoon session after several financial firms showed strong confidence in the company, with one upgrading its stock rating and another starting coverage with a positive outlook. 

The global semiconductor landscape reached a historic fever pitch on January 15, 2026, as ASML Holding N.V. (Euronext: ASML / NASDAQ: ASML) officially crossed the $500 billion market capitalization threshold. This milestone, which cements the Dutch firm’s status as Europe’s most valuable technology company, was propelled by a

As of January 15, 2026, the era of a single, unified global semiconductor market has officially come to an end. Following a quiet but firm December 2025 directive from Beijing, Chinese chipmakers are now operating under a strict 50% domestic equipment mandate. This policy requires all new fabrication facilities and capacity expansions to source at [...]

As of January 14, 2026, Micron Technology (NASDAQ: MU) finds itself at a dizzying crossroads. While the company is reporting record-breaking revenues and its high-bandwidth memory (HBM) production is sold out through the end of the year, a growing chorus of analysts and institutional investors is sounding the alarm over

BOISE, Idaho – As of January 13, 2026, the financial markets are witnessing a historic transformation in the semiconductor landscape. Micron Technology (NASDAQ: MU), once a company defined by the volatile boom-and-bust cycles of the commodity memory market, has completed a two-year metamorphosis into a high-margin powerhouse at the center of

In a move that has sent shockwaves through the semiconductor sector, Bank of America (BofA) analysts have aggressively raised their price target for Micron Technology (NASDAQ: MU) to a staggering $400.00 per share. The upgrade, issued on January 13, 2026, comes as the industry grapples with a massive supply-demand

Looking back on semiconductor manufacturing stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Lam Research (NASDAQ:LRCX) and its peers.

The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At the heart of this surge is Lam Research (NASDAQ: LRCX), which saw its stock price reach a new all-time

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 8% in the morning session after Goldman Sachs raised its price target on the stock amid broad strength in the semiconductor industry. 

Last year's winners could be this year's winners.