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Price · 1Y
$307.28
Thesis
Lam Research supplies the etch and deposition tools central to building advanced logic and 3D NAND memory. Its equipment is essential to the high-aspect-ratio structures that scale both AI logic and memory density.
Catalysts
- Memory capex recovery, especially HBM and advanced DRAM
- Advanced-packaging and gate-all-around tool demand
- Installed-base service revenue growth
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.