TSMC, Intel-Supplier Lam Research Dips In Pre-Market Despite Strong Quarterly Earnings And Projection
TSMC, Intel-Supplier Lam Research Dips In Pre-Market Despite Strong Quarterly Earnings And Projection
Chip firm Lam Research Corporation (NASDAQ:LRCX) experienced a 2.63% dip in pre-market trading on Thursday, despite posting strong earnings in the quarter ending in June 2024 and projections for the next quarter.
即使在报告了2024年6月季度的强劲业绩和下个季度的预计后，芯片公司拉姆研究公司（NASDAQ：LRCX）周四在盘前交易中下跌了2.63%。
What Happened: On Wednesday, the California-based firm, which counts Intel, Micron Technology, and TSMC among its customers, reported revenue of $3.87 million, with a U.S. GAAP gross margin of $1.84 million or 47.5% of revenue. On a non-GAAP basis, the gross margin for the June 2024 quarter was $1.87 million, or 48.5% of revenue.
发生了什么：周三，这家总部位于加利福尼亚州的公司报告了387万美元的营业收入，美国通用会计准则（GAAP）毛利润为184万美元，即为收入的47.5%。按非美国通用会计准则计算，2024年6月季度毛利率为187万美元，即为收入的48.5%。
The company also anticipates its revenue for the quarter ending Sep. 29 to be in the range of $4.05 billion, plus or minus $300 million. Reuters reported that his estimate surpasses the average analyst prediction of $4.02 billion, based on LSEG data.
该公司还预计，截至9月29日的季度营收将在40.5亿美元左右，加上或减去3000万美元的区间范围。据路透社报道，这个预测超过了LSEG数据显示的平均分析师预测值4020万美元。
Despite these strong results and projections, the stock experienced a dip in pre-market. At the time of writing, the stock was trading at $897.00 after closing at $921.24 on Wednesday, according to Benzinga Pro.
尽管取得了强劲的业绩和预测值，但股票在盘前交易中下跌。根据Benzinga Pro的数据，在本文撰写时，该股票报价为897.00美元，较周三收盘价921.24美元下跌。
The dip indicates that while the company's financial performance was robust, it may have been eclipsed by already lofty investor expectations.
这一下跌表明，尽管公司的财务业绩强劲，但可能已被已经很高的投资者预期所掩盖。
Increased demand for AI-powered chips has heightened the need for wafer fabrication equipment, benefiting companies such as Lam Research. The firm's main competitors include Applied Materials (NASDAQ:AMAT), Dutch company ASML (NASDAQ:ASML), and KLA Corp (NASDAQ:KLAC).
人工智能芯片的需求增加增加了对硅片制造设备的需求，使得拉姆研究等公司受益。该公司的主要竞争对手包括应用材料（NASDAQ：AMAT）、荷兰公司ASML（NASDAQ：ASML）和科磊公司（NASDAQ：KLAC）。
Tim Archer, the company's CEO, emphasized the firm's strategic investments in R&D and operations, predicting a prolonged period of robust wafer fab equipment spending.
该公司的首席执行官蒂姆·阿切尔强调了公司在研发和运营方面的战略投资，并预测将有一个长时间的强劲硅片制造设备支出期。
Why It Matters: Lam Research's shares had previously risen by 6.35% to $909.14 in response to strong second-quarter earnings from Advanced Micro Devices, Inc. (NASDAQ:AMD). The positive performance of a major player like AMD often boosts sentiment across the entire semiconductor and chip-related sector, leading investors to anticipate that other companies in the sector, such as Lam Research, will also benefit from favorable market conditions, technological advancements, or increased demand for semiconductor products.
拉姆研究公司的股票此前曾因美国超微公司（NASDAQ：AMD）公布强劲的第二季度收益而上涨了6.35％。一个重要玩家如AMD的表现通常会提振整个半导体和与芯片相关的板块的情绪，导致投资者预期该行业的其他公司，例如拉姆研究，也将受益于有利的市场条件、技术进步或半导体产品的需求增加。
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Photo courtesy: Unsplash
图片来源：Unsplash
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑