Added to YB: 2026-06-10
Pitch date: 2026-03-31
LRCX [neutral]
Lam Research Corporation
+51.85%
current return
Author Info
No bio for this author
Company Info
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.
Market Cap
$405.7B
Pitch Price
$215.45
Price Target
N/A
Dividend
0.32%
EV/EBITDA
50.44
P/E
61.28
EV/Sales
18.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Green Alpha Next Economy Growth & Income Portfolio Holding: Lam Research Corporation
LRCX (holding update): Key supplier of etch/deposition tools for AI chip buildout. HBM tool rev +50% YoY; won 2025 SEMI Award for cryogenic etch. As chips go 3D, Lam's share of process steps grows from ~25% to ~50%. WFE spend projected $135B in 2026 (+23% YoY). Added to S&P 100.
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