Movement Alert｜Lam Research Overnight Rise 3.24%, TSMC Capex Boost and Multiple Price Target Upgrades Lift Semiconductor Equipment Sector

Market Focus07-21

On July 21, Lam Research rose 3.24% overnight, trading at $316.35/share, with turnover of $1.7138 million.

On the news front, TSMC significantly raised its capital expenditure guidance at its recent investor conference, explicitly stating that AI demand visibility extends to 2030, with capex over the next three years set to substantially exceed the prior three-year period. The company is simultaneously constructing 13 advanced-node wafer fabs and advanced packaging facilities. Wall Street broadly views this as a direct positive for semiconductor equipment suppliers.

Meanwhile, multiple investment banks have raised their price targets on Lam Research in recent weeks: UBS to $435, Stifel to $425, Morgan Stanley to $404, Mizuho to $400, and Evercore ISI to $355. The consensus rating stands at Overweight with a mean target of approximately $380.93. The broader equipment sector rallied in tandem, with Applied Materials up 2.92%, KLA-Tencor up 2.68%, and Teradyne up 2.77%.

Lam Research is scheduled to report June-quarter earnings on July 29, with consensus EPS expected at $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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