Tag: Lam Research
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Lam Research (LRCX) a Beneficiary of HBM & AI Memory Equipment? Earnings, 2026 Stock Price Outlook, Risks
Lam Research (LRCX) is the world's leading semiconductor equipment company supplying etching and deposition equipment essential for the production of AI memory HBM and 3D NAND. Leveraging an upward revision of the 2026 WFE market outlook and record-high quarterly revenue, it is a high-valuation stock that has entered the 12-month baseline target price ($405) and Hold investment rating zone. Analysis date: 2026-06-29 · Applied exchange rate: 1 USD = 1,543 KRW (All KRW conversions in this text were calculated using this exchange rate) · Current price: $379.09 (approx…