COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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LAM Research 2025 CMD - what did we learn?February 20, 2025 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Week ending January 31stFebruary 3, 2025 — Pierre Ferragu
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LAM 2FQ25: NAND recovery fully reflected in expectations. Neutral, $84 Target Price.January 30, 2025 — Pierre Ferragu
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Chinese WFE imports almost doubled MoM in December. Our take.January 21, 2025 — Pierre Ferragu
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Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 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
