LRCX Lam Research Corporation Loading...

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17:00
Jul 23 ◎
David Zinsner INTC Q2 FY26 call
Intel is aggressively locking in tool purchase orders and accelerating clean room builds, signaling a multi-year capex cycle that benefits semiconductor equipment suppliers. — This points to a sustained high level of equipment spending beyond 2026, directly supporting ASML, Applied Materials, and Lam Research.
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About LRCX Analyst Coverage

Buzzberg tracks LRCX (Lam Research Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: David Zinsner.