Equity Research on Lam Research Corporation and Applied Materials Inc. -- Semiconductors Look to Bounce Back
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Companies within the semiconductor equipment and materials industry have had a tough run over the last year but a second half turnaround appears to be within reach. Improving demand levels should be the driving force behind a recovery in the next six months. There are a few factors that could impede gains though. Get your free reports on and at . There is no commitment to join.
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Greater competition will be one of the biggest obstacles to growth. It is becoming increasingly difficult to capture a greater market share and widen margins. This issue was further compounded recently in the wake of Lam Research Corp. and Novellus Systems receiving regulatory approval for their merger. The product lines of each company complement the other well, putting more pressure on industry rivals to up their share of the market. report is accessible for free by registering today at
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It will be particularly interesting to see what effect the merger will have on Applied Materials Inc. The industry giant is the largest semiconductor fabrication equipment supplier in the world by revenue. Applied has held the top spot by a healthy margin but the combined revenues of Lam and Novellus will put them much closer. report is accessible for free by registering today at
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