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China seen leading in chipmaking investment again in 2025, SEMI group says [Yahoo! Finance Canada]

Lam Research Corporation (LRCX)  More Company Research Source: Yahoo! Finance Canada
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
In its fabrication plant spending forecast, SEMI said global investments in gear will rise 2% this year to $110 billion, the sixth consecutive year in a row of growth, due to investment in tools needed to make chips for artificial intelligence. The impact of AI will likely be even stronger in 2026, SEMI added, when investment is expected to grow by another 18%. China is the largest consumer of chips and firms there have been expanding chipmaking capacity for years, but they began a huge sprint in mid-2023 and 2024 with government support, as part of a drive to lessen dependence on imported chips and in response to restrictions imposed by the U.S. government. ASML, the largest chip equipment manufacturer, forecasts 2025 sales of $32-38 billion euros, implying market share of more than 25% for its sub-sector, lithography, where it enjoys a dominant position. Other top equipment firms include Applied Materials, KLA, LAM Research and Tokyo Electron, though Chinese equipment maker [Read more]
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China seen leading in chipmaking investment again in 2025, SEMI group says [Yahoo! Finance Canada]

Lam Research Corporation  (LRCX) 
More Company Research Source: Yahoo! Finance Canada
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
In its fabrication plant spending forecast, SEMI said global investments in gear will rise 2% this year to $110 billion, the sixth consecutive year in a row of growth, due to investment in tools needed to make chips for artificial intelligence. The impact of AI will likely be even stronger in 2026, SEMI added, when investment is expected to grow by another 18%. China is the largest consumer of chips and firms there have been expanding chipmaking capacity for years, but they began a huge sprint in mid-2023 and 2024 with government support, as part of a drive to lessen dependence on imported chips and in response to restrictions imposed by the U.S. government. ASML, the largest chip equipment manufacturer, forecasts 2025 sales of $32-38 billion euros, implying market share of more than 25% for its sub-sector, lithography, where it enjoys a dominant position. Other top equipment firms include Applied Materials, KLA, LAM Research and Tokyo Electron, though Chinese equipment maker [Read more]
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LRCX
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Price Change %
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%
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EVENT DAY
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LAST PRICE AT
NEWS EVENT
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Multi-day stock performance from the time of the news release
LAST PRICE
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Low:
%
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%
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%
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%
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TICKS
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EVENT DAY
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PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS