Episode 228: ASML’s 2025 Outlook Blunder Gets A Bailout – Thanks Lam Research! (LRCX Stock)
Description
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Investors were disappointed with ASML's early downgrade on 2025 growth guidance, but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 2024 was another great quarter for Lam. Semiconductor manufacturing is growing in complexity, and Lam provides a lot of new equipment innovation that could propel it higher in 2025. Chip Stock Investor discusses one of these advancements in memory chips: The transition from tungsten to molybdenum in NAND flash, provided by Micron, Samsung, and others.
Links for articles related to Molybdenum:
https://semiengineering.com/3d-nand-challenges-beyond-96-layer-memory-arrays/
https://patents.google.com/patent/US10510590B2/en
https://magazine.semiconductordigest.com/html5/reader/production/default.aspx?pubname=&edid=b1a10713-5939-47ea-a216-8ea6bc9ad5d1&pnum=42
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Lam Research
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