Episode 228: ASML’s 2025 Outlook Blunder Gets A Bailout – Thanks Lam Research! (LRCX Stock)

Oct 25, 2024

Investors react to ASML's growth downgrade while celebrating Lam Research's impressive quarterly results. The podcast dives into semiconductor complexity and the shift from tungsten to molybdenum in NAND flash technology, spotlighting major players like Micron and Samsung. Listeners learn how these advancements could boost Lam's market position and sales. With a focus on AI and the future of high-bandwidth tech, the discussion highlights LAM's promising innovations and the evolving landscape of semiconductor manufacturing.

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Intro

00:00 • 2min

Financial Analysis and Growth Projections for LAM Research

01:53 • 2min

Market Insights and Future Growth in Semiconductor Technology

04:06 • 2min

Transitioning from Tungsten to Molybdenum in 3D NAND Technology

06:06 • 2min

Advancements in 3D NAND Architecture

08:35 • 6min

🔥🔥📊Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Investors were disappointed with ASML's early downgrade on 2025 growth guidance, but Lam Research (LRCX stock) won't necessarily suffer the same fate. Q3 2024 was another great quarter for Lam. Semiconductor manufacturing is growing in complexity, and Lam provides a lot of new equipment innovation that could propel it higher in 2025. Chip Stock Investor discusses one of these advancements in memory chips: The transition from tungsten to molybdenum in NAND flash, provided by Micron, Samsung, and others. Links for articles related to Molybdenum: https://semiengineering.com/3d-nand-challenges-beyond-96-layer-memory-arrays/ https://patents.google.com/patent/US10510590B2/en https://magazine.semiconductordigest.com/html5/reader/production/default.aspx?pubname=&edid=b1a10713-5939-47ea-a216-8ea6bc9ad5d1&pnum=42 Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor 🛜: https://www.chipstockinvestor.com ********************************************************* Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #lamresearch #lrcxstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research