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BofA Securities expresses confidence in Lam Research's leverage to key tech trends, its strong exposure to a NAND recovery. Goldman Sachs notes Advanced Packaging, essential for AI technology ...
I reiterate a 'Strong Buy' rating for Lam Research with a one-year price target ... the quarter is the management's positive view on the recovery of the NAND market, driven by layer upgrades ...
Arya expresses confidence in Lam Research’s leverage to key tech trends, its strong exposure to a NAND recovery, and solid free cash flow generation. However, the analyst notes that while China ...