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To be a shareholder in Lam Research, you need to believe in the continued expansion of leading-edge semiconductor manufacturing and the company's capacity to capture new opportunities through innovation and global supply chain flexibility. The recent plan to invest over US$1.2 billion in a new manufacturing facility in India may enhance operational resilience but does not materially change the immediate earnings catalyst tied to advanced chip demand or reduce the main risk from export restrictions targeting specific customers in China.
Among recent announcements, Lam Research's April 2025 launch of two advanced manufacturing tools, ALTUS® Halo and Akara®, stands out in context of these catalysts. These product innovations support Lam’s strategy of increasing market share at significant technology inflections, helping offset persistent risks like customer concentration and global trade friction.
Yet, despite these moves, investors should also consider the ongoing impact of regulatory restrictions on Lam’s ability to serve China-based customers...
Read the full narrative on Lam Research (it's free!)
Lam Research's narrative projects $21.8 billion revenue and $6.2 billion earnings by 2028. This requires 8.4% yearly revenue growth and a $1.5 billion earnings increase from $4.7 billion today.
Uncover how Lam Research's forecasts yield a $94.81 fair value, a 7% downside to its current price.
Fair value estimates from 9 members of the Simply Wall St Community for Lam Research range from US$74.55 to US$120.86 per share. With global supply chain flexibility as a growing catalyst, it’s clear opinions on future performance differ, explore several perspectives to inform your view.
Explore 9 other fair value estimates on Lam Research - why the stock might be worth as much as 19% more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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