in postLRCLRCXSHORTFIRST CALL

“China's etch localization is ramping faster than deposition. Front-end import data shows etch −18% YTD vs deposition +3% YTD.”

China etch import data down 18% YTD signals accelerating domestic substitution, cutting Lam Research's largest revenue geography

LRCLRCXSHORT@ $380.87

$294.57+22.66%

since call Jun 26

peak +33.5%

Trade on Robinhood →