Wafer Fabrication Spending
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Lam Research: Why The WFE Supercycle Changes The Valuation (Upgrade) (NASDAQ:LRCX)
Seeking Alpha· 2026-01-15 18:51
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Lam Research Corporation ( LRCX ) surged 8.3% in pre-market trading following a report from Stifel outlining expectations that wafer fabrication spending would increase 10-15% this year, up from prior expectations of 7-8%. I covered Lam Research in ...
Lam Research: Why The WFE Supercycle Changes The Valuation (Rating Upgrade)
Seeking Alpha· 2026-01-15 18:51
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Lam Research Corporation ( LRCX ) surged 8.3% in pre-market trading following a report from Stifel outlining expectations that wafer fabrication spending would increase 10-15% this year, up from prior expectations of 7-8%. I covered Lam Research in ...