Lam Research: Huge HBM Demand Due To Massive AI …

3 days ago · Lam Research is poised to benefit significantly from the AI infrastructure boom, driven by increasing demand for high-bandwidth memory and advanced logic chips. The …

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AI Surge: Memory Stock Poised For 42% Jump In 2024 - Visive.ai

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Jul 15, 2024 · Another memory stock that has caught attention is Lam Research (NASDAQ LRCX), which has clocked healthy gains of 42% so far this year. The demand for memory …

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Up 75% In A Year, This Artificial Intelligence (AI) Chip Stock Could ...

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Feb 4, 2024 · Lam Research gets 48% of its revenue from selling memory equipment, so the big decline in this market owing to an oversupply of memory chips weighed heavily on the …

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FAQs about Lam Research: Huge HBM Demand Due To Massive AI … Coupon?

Is Lam Research poised to benefit from the AI infrastructure boom?

Play(12min) Summary Lam Research is poised to benefit significantly from the AI infrastructure boom, driven by increasing demand for high-bandwidth memory and advanced logic chips. The company holds dominant market shares in essential semiconductor manufacturing processes: etch (35%), deposition (29%), and cleaning (25%). ...

What is HBM & why is it important for AI?

As artificial intelligence (AI) continues to advance so do its demands. Many major technology companies are betting on HBM to meet them. HBM is an advanced computer memory designed to offer faster data access with lower energy consumption. For AI, it can be a critical component in performance and reducing power consumption in memory chips. ...

Why is HBM demand accelerating?

The acceleration in HBM demand is a structural shift driven by the fundamental requirements of AI computing. Let me take you through why this is a big deal for Lam Research. New AI models like OpenAI's o1 need about 3–5 times the memory bandwidth of standard computing hardware. ...

What is the demand for High-Bandwidth Memory (HBM)?

It is worth noting that the demand for high-bandwidth memory (HBM) has been increasing rapidly to speed up the process of transporting data to AI processors. Gartner estimates that HBM bit demand could grow eightfold between 2022 and 2027. ...

Will Lam Research stock jump in 2024?

Spending on memory manufacturing equipment is expected to jump significantly in 2024. AI is creating the need for faster and larger memory chips, opening a growth opportunity for Lam Research. The potential jump in Lam's revenue and earnings could lead to a nice jump in the company's stock price. ...

Will the HBM boom be a seminal growth driver?

HBM Demand I believe that the HBM boom will be a seminal growth driver that I believe the market is underestimating. The acceleration in HBM demand is a structural shift driven by the fundamental requirements of AI computing. Let me take you through why this is a big deal for Lam Research. ...