Will U.S. WFE be exempted from China retaliatory tariffs? [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
The firm says this raises concerns about potential market share loss and margin pressure for major vendors such as Applied Materials (NASDAQ:AMAT) and Lam Research (NASDAQ:LRCX). "Many investors anticipated that WFE imports from the US might be exempt from Chinese tariffs due to the sector's strategic significance for enhancing domestic fab capacity," Bernstein analysts wrote. "However, the official statement clearly indicates that no existing exemptions will apply to this additional tariff." Bernstein said the tariffs could pose a short-term challenge to Chinese fabs as well, particularly in areas like doping and process control where “local alternatives are still lacking.” But in the long term, the firm says the shift could boost local Chinese equipment makers such as NAURA, AMEC, and Piotech. “US vendors might face potential share loss or margin dilution,” the note said. Bernstein explains that the impact will depend largely on how China Customs defines the “country of
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News
- 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
- Wafer Cleaning Equipment Market Size to Hit $15.61 Billion by 2033 | Research by SNS Insider [Yahoo! Finance]Yahoo! Finance
- 3 Market-Beating Stocks for Long-Term Investors [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 11/17/25 - Form 4
- 11/14/25 - Form 144
- 11/10/25 - Form 4
- LRCX's page on the SEC website