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.
即使在報告了2024年6月季度的強勁業績和下個季度的預計後，芯片公司拉姆研究公司（NASDAQ：LRCX）週四在盤前交易中下跌了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.
發生了什麼：週三，這家總部位於加利福尼亞州的公司報告了387萬美元的營業收入，美國通用會計準則（GAAP）毛利潤爲184萬美元，即爲收入的47.5%。按非美國通用會計準則計算，2024年6月季度毛利率爲187萬美元，即爲收入的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.
該公司還預計，截至9月29日的季度營收將在40.5億美元左右，加上或減去3000萬美元的區間範圍。據路透社報道，這個預測超過了LSEG數據顯示的平均分析師預測值4020萬美元。
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.
儘管取得了強勁的業績和預測值，但股票在盤前交易中下跌。根據Benzinga Pro的數據，在本文撰寫時，該股票報價爲897.00美元，較週三收盤價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.
這一下跌表明，儘管公司的財務業績強勁，但可能已被已經很高的投資者預期所掩蓋。
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對硅片製造設備的需求，使得拉姆研究等公司受益。該公司的主要競爭對手包括應用材料（NASDAQ：AMAT）、荷蘭公司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.
該公司的首席執行官蒂姆·阿切爾強調了公司在研發和運營方面的戰略投資，並預測將有一個長時間的強勁硅片製造設備支出期。
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國超微公司（NASDAQ：AMD）公佈強勁的第二季度收益而上漲了6.35％。一個重要玩家如AMD的表現通常會提振整個半導體和與芯片相關的板塊的情緒，導致投資者預期該行業的其他公司，例如拉姆研究，也將受益於有利的市場條件、技術進步或半導體產品的需求增加。
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Photo courtesy: Unsplash
圖片來源：Unsplash
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯