The last 5 years $LRCX time to time underperformed $SNPS and $CDNS in 2018-19, 2020 but had closed the gap in both instances. They serve the same industry - semiconductor manufacturing, so it made sence. Is now the time when $SNPS and $CDNS will correct to $LRCX level? #Bearish
President Biden says that The CHIPS for America Act will return Semi jobs to the US. Unfortunatelly, it will not. $50b is peanuts for the Semi capex. US needs $5T to get that done and return leadership in Semi which was lost several decades ago. #neutral
Max Carey 05:25 PM 08/30/2019
$LRCX Lam Research declares $1.15 per share quarterly dividend, 4.5% increase from prior dividend of $1.10. Good increase confirming prudnet mgmt of the company which manages to increase dividends even in the tough market emvironment #bullish
Lam Research Corporation manufactures, markets, and services semiconductor processing equipment used in the making of integrated circuits. The Company's products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design. Lam Research sells its products worldwide.