ENTITY
Lam Research

Lam Research (LRCX US)

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Analysis
Information Technology • United States
Lam Research Corporation manufactures, markets, and services semiconductor processing equipment used in the making of integrated circuits. The Company's products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design. Lam sells its products around the world.
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•08 Feb 2017 16:34

Rise of the Machines: The AI Arms Race…

It’s much harder for computers to learn simple inference than a human brain, but once neural network software is ā€˜trained’ it can apply the...

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•01 Feb 2017 09:50

Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden

In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...

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•15 Jan 2017 21:02

Value Traps: Dinosaur Stocks in the Digital Age

In our experience with Thai equities,Ā MCorp ReviewĀ identified seven common reasons why some companies either lose market leadership or fail to...

•11 Jan 2017 07:58

Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?

What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...

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•06 Jan 2017 23:21

Silicon Stories#2: The E-Power Revolution

While most renewable energy stocks in Thailand (SUPER, DEMCO) are overvalued in our view, it is worthwhile to note the technological advances in...

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