Movement Alert｜Lam Research Rises 3.2% in Pre-Market Trading, TSMC Major Capex Upgrade Lifts Semiconductor Equipment Sector

Market Focus07-20 19:33

On July 20, Lam Research rose 3.2% in pre-market trading, trading at $323.99/share, with turnover of $7.55 million. The rally was driven by TSMC's significant upward revision of its capital expenditure guidance at its recent investor conference.

TSMC stated that AI demand visibility has extended through 2030 and that capital expenditure over the next three years will be substantially higher than the prior three-year period. The foundry giant plans to simultaneously construct 13 advanced-node wafer fabs and advanced packaging facilities. Multiple Wall Street investment banks view this as a direct positive catalyst for semiconductor equipment suppliers. Within the Semiconductor Equipment sector, Applied Materials rose 3.46%, KLA-Tencor gained 3.28%, Teradyne advanced 3.61%, and ASML added 1.68%, indicating broad-based sector strength.

On the analyst front, UBS raised its price target on Lam Research to $435, Stifel to $425, and Morgan Stanley to $404, with a consensus overweight rating and mean target of $376.82. The company is scheduled to report quarterly earnings on July 29 after market close, with consensus EPS expectations of $1.69.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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