Exclusive-US tariffs may cost chip equipment makers more than $1 billion, industry estimates [Yahoo! Finance Canada]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance Canada
President Donald Trump's new tariffs could cost U.S. semiconductor equipment makers more than $1 billion a year, according to industry calculations discussed with officials and lawmakers in Washington last week, two sources familiar with the matter said. Each of the three largest U.S. chip equipment makers - Applied Materials, Lam Research and KLA - may suffer a loss of roughly $350 million over a year related to the tariffs, the sources said. Smaller rivals such as Onto Innovation may also face tens of millions of dollars in extra spending. The potential billion-dollar cost to the chip equipment industry and talks between industry executives and U.S. officials over several days about those costs are reported here for the first time. The companies build some of the world's most highly sought-after chipmaking equipment that can require thousands of specialized parts. Chip equipment makers have already lost billions in revenue after former U.S. President Joe Biden implemented a
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News
- Lam Research (NASDAQ:LRCX) had its price target raised by analysts at Mizuho from $170.00 to $200.00. They now have an "outperform" rating on the stock.MarketBeat
- Lam Research (NASDAQ:LRCX) had its "overweight" rating reaffirmed by analysts at Cantor Fitzgerald.MarketBeat
- Lam Research (LRCX) Stock Is Up, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- AMAT Gains From Traction in WFE Products: A Sign of More Upside? [Yahoo! Finance]Yahoo! Finance
- Lam Research (NASDAQ:LRCX) had its "buy" rating reaffirmed by analysts at Jefferies Financial Group Inc..MarketBeat
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- 11/14/25 - Form 144
- LRCX's page on the SEC website