Lam Research had another stellar quarter with shipments rising at 50% y/y. However, 2018 will see a considerable slowdown in this torrid pace. We’ll investigate the main growth drivers to […]
We compare four chip equipment makers on various metrics as there are really substantial differences in performance, growth and valuation. We try to tease out some tentative conclusions from this. […]
Despite an impressive rally in its shares, Lam Research still has several important tailwinds behind it. Valuation is high from a cyclical point of view, but the company is cheaper […]