Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers
A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.
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#Lam Research
2 articles
TECHi reporting and analysis covering Lam Research. 2 articles, newest first.
Why Lam Research Stock Is Up 154% Without Selling a Single Chip
Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.