Lam Research LRCX
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Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending in 2013
… Major chip equipment suppliers Applied Materials and Lam Research LRCX expect a similar range of outcomes, with Applied forecasting ..... WFE market to be flat to down 10% from 2012, while Lam expects WFE spending to be roughly $30 billion (flat …
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KLA-Tencor (KLAC) is set to open lower after issuing soft guidance to go with its FQ3 beat. On its earnings call, KLA guided for FQ4 revenue of $670M-$730M (-18% to -25% Y/Y) and EPS of $0.66-$0.86, ...
… expected to total $625M-$775M vs. $738M in FQ3, and Lam says its outlook for chip industry capex "has moderated somewhat ..... guidance could be a sign of share loss, particularly in light of Lam Research 's more positive outlook . CLSA has " downgraded " KLA to …
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Lam Research ([[ LRCX ]] +6.2%) makes new 52-week highs after beating FQ3 estimates, issuing strong guidance, and announcing a $250M buyback plan (good for buying 3.4% of shares at current levels). On ...
Lam Research ( LRCX +6.2% ) makes new 52-week highs after ..... current levels). On its earnings call , Lam guided for FQ4 revenue of $945M-$1 ..... taking heart in the numbers posted by Lam (and to a lesser extent) Mattson (MTSN …
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New Morningstar Analyst Report - Lam Research
… streamlined SEZ's operations and Lam has achieved significant technology ..... shareholders via stock repurchases. Lam Research manufactures equipment used to fabricate ..... capital spending by chipmakers. Lam Research has had great success in the etch …
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No Surprises in Lam Research's Third-Quarter Financial Report Card
Lam Research LRCX reported fiscal third-quarter results ..... the bulk of chip equipment demand seen by Lam , as the group made up 56% of total shipments ..... total, while logic customers made up 13%. Lam noted that capital investments by chipmakers …
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Avago (AVGO) appoints wireless chip division chief Bryan Ingram to the newly-created position of COO. Ingram has overseen a unit that has grown to account for over half of Avago's sales, thanks to ...
… a unit that has grown to account for over half of Avago's sales, thanks to power amplifier design wins for the iPhone and other major smartphone programs. Avago recently lost CFO Douglas Bettinger to Lam Research . Post your comment!
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New Morningstar Analyst Report - Riverbed Technology, Inc.
… retirement of long-time CFO Randy Gottfried. While we believe that Riverbed found a quality replacement in veteran Lam Research CFO Ernie Maddock, we view the recent executive turnover as a red flag that warrants attention, at least in the near …
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Riverbed Hires New CFO
… that the firm is replacing CFO Randy Gottfried with Lam Research LRCX CFO Ernie Maddock, effective April 29. Maddock brings considerable experience with him from Lam , where he was involved in integrating multiple large …
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Applied Materials: Oligopoly Play At Cyclical Trough
… is safe from the competitive pressures unlike other sectors such as smartphones, tablets or PCs. KLAC ( KLAC ), Lam Research ( LAM ), AMAT and Tokyo Electron are the biggest players in the sector. They have a comfortable oligopoly Complete Story …
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Lam Research Reports Second-Quarter Results.
Lam Research LRCX reported fiscal second-quarter results ..... 820 million to $880 million provided by Lam in October. Shipments in the quarter were ..... accounted for the remaining 20% of shipments. Lam noted that while overall chip-equipment …