Professional
Added to YB: 2026-07-20
Pitch date: 2026-06-11
LRCX [neutral]
Lam Research Corporation
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
$401.4B
Pitch Price
N/A
Price Target
N/A
Dividend
0.32%
EV/EBITDA
49.89
P/E
60.62
EV/Sales
18.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Guinness Global Innovators Fund Portfolio Holding: Lam Research Corporation
LRCX (holding update): Top Fund performer, +23.4% USD. WFE cycle strengthening on AI/HPC/data center capex; mgmt raised CY26 WFE outlook to >$140bn, supply-constrained not demand-limited. Record rev & services, margins beat. Etch/deposition, HBM, NAND drive share gains. Valuation now demanding.
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