LRCXLam Research

Ranked by relevance and recency.

• 🔥🔥🔥#1Impact1.79%bullish2nd-orderMemory prices could jump 60%: why Micron and SanDisk are breaking out again29d ago

  Key supplier of etch/deposition tools for memory; NAND/DRAM capacity ramps directly lift orders

  Impact chain →

  Also named: MU · SNDK · 000660.KS · 005930.KS · AMAT · KLAC

• 🔥🔥#2Impact1.44%bullish2nd-orderHBM Sold Out Through 2027. Micron's Customers Are Begging.17d ago

  Etch and deposition tools benefit from expanded DRAM and HBM stacking process capacity.

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · NVDA · AMD · AMAT

• 🔥#3Impact1.32%bullish2nd-orderApplied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand28d ago

  An etch/deposition peer with heavy overlap; rising AI-driven equipment demand lifts its order outlook in tandem.

  Impact chain →

  Also named: AMAT · KLAC · ASML · TSM · NVDA

• #4Impact1.3%bullish2nd-orderMicron Q4: Brace Yourself For The Inflection21d ago

  Etch/deposition tools heavily tied to memory customers; HBM stacking intensifies equipment demand

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · AMAT · NVDA

• #5Impact1.22%bullish2nd-orderMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth11d ago

  Memory capacity additions directly drive orders for its etch and 3D DRAM/NAND tools.

  Impact chain →

  Also named: MU · SNDK · 000660.KS · WDC · NVDA · AMAT

• #6Impact1%bullishDirectApplied Materials Says AI Boom Is Driving Semiconductor Equipment Demand Higher30d ago

  Etch and deposition leader, overlapping with AMAT as a beneficiary of AI-driven advanced-node and HBM equipment spend

  Impact chain →

  Also named: AMAT · KLAC · ASML · TSM · NVDA

• #7Impact0.99%bullish2nd-orderHow Micron Stock Could Rise Another 50%14d ago

  Demand for its etch and deposition equipment benefits from memory capacity expansion

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · STX · AMAT

• #8Impact0.99%bullish2nd-orderSK Hynix's Solidigm unit is weighing NAND memory chip factory in US - sources say21d ago

  NAND lines rely heavily on etch and deposition tools where Lam is a key 3D NAND supplier.

  Impact chain →

  Also named: SKHY · MU · WDC · AMAT

• #9Impact0.98%bullish2nd-orderMicron keeps analysts bullish as memory demand strengthens15d ago

  Its etch/deposition tools are core to NAND capacity expansion, so an improving demand cycle lifts order expectations

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · STX · AMAT

• #10Impact0.9%bullishDirectMicron's Manufacturing Push: Can MU Gain More From AI Memory Demand?24d ago

  Etch/deposition tools are heavily used in DRAM expansion, making Lam a core beneficiary of Micron's capex.

  Impact chain →

  Also named: MU · 005930.KS · 000660.KS · NVDA · AMAT