08/03/2024, 01:50 PM UTC
拉姆研究：中国风险或抵消内存复苏与AI推动Lam Research: China Risk May Offset Memory Recovery And AI Boost
1、拉姆研究公司作为主要WFE供应商，受益于蚀刻和沉积技术及内存市场需求。2、公司面临因中国竞争导致市场份额损失的风险。3、对峰值利润和竞争的担忧导致基于合理估值的'持有'评级。1. Lam Research Corporation, a major WFE supplier, benefits from etch and deposition technologies and memory market demand. 2. The company faces potential market share loss due to competition in China. 3. Concerns over peak margins and competition lead to a 'hold' rating based on fair valuation.
---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
