Lam Research Corporation

LRCX · Moat type: WECHSELKOSTEN

MoatScore

10/10

Fair Value

192 USD

Margin of Safety

-83.5 %

Rating

BEOBACHTEN

GESCHÄFTSMODELL Lam Research develops and sells etching and deposition equipment for semiconductor manufacturing as well as associated maintenance, upgrade, and consumables services (CSBG segment), creating a semi-cyclical hybrid model in which cyclical capital equipment sales are buffered by a stable, high-margin aftermarket component.

View full analysis →

🔒 Detailed AI analysis, peer comparison, capital allocation, crisis resilience & PDF report for Pro members.

Not investment advice. Analyses are research, not a recommendation. Valuations may be erroneous or incomplete. © MoatScan.ai — proprietary methodology.