Lam Research
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Consensus Narrative from 30 Analysts
AI-Driven Advances Will Shape Future NAND And Semiconductor Technologies
Key Takeaways Lam Research's lead in critical NAND processes and new material use will drive significant growth opportunities and improved margins. AI-driven demands in advanced packaging and logic nodes position Lam to capture high market share, enhancing revenue and earnings.
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5.3% undervalued intrinsic discount11.61%
Revenue growth p.a.
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24 days ago author updated this narrative