A Look At Lam Research (LRCX) Valuation After AI Upswing And Capacity Expansion Plans
Lam Research (LRCX) is back in focus after a strong run driven by upbeat quarterly results, higher wafer fab equipment forecasts, and fresh capacity expansion plans, even as new China export restrictions introduce clear policy risk. See our latest analysis for Lam Research. After the recent jump around earnings, higher wafer fab equipment forecasts, and capacity expansion news, Lam Research’s share price momentum has cooled slightly. The 7 day share price return is down 6.37%, but the 90 day...