COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Weekly Wrap-up.October 28, 2024 — Pierre Ferragu
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LAM 1FQ25: China set to decline; outlook for 2025 still positive. Maintain Neutral, $84.October 24, 2024 — Pierre Ferragu
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LAM model update. Neutral, $88October 3, 2024 — Pierre Ferragu
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Semicap sector update: 2025 rebound excessively anticipated. We stay on the sideline.September 30, 2024 — Pierre Ferragu
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Semi cycle update 3Q24: 2025 reaccelerating across the boardSeptember 25, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
