COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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Tariffs – How would a recession affect our coverage?April 15, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
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Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious.March 13, 2025 — Pierre Ferragu
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Autos & Industrials, China AI, PC cycle, WFE, Arista, Besi, Grab. Our weekly wrap-up.February 24, 2025 — Pierre Ferragu
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
