Lam Research (LRCX) Declares $1.10 Quarterly Dividend; 3.1% Yield

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Go back to Lam Research (LRCX) Declares $1.10 Quarterly Dividend; 3.1% Yield

Despite Worsening Relations China Still Needs Our Advanced Semiconductor IP

November 12, 2018 7:05 AM EST

Nomura/Instinet Romit Shah thinks that despite the deteriorati"Made in China 2025" initiative cannot be accomplished without semiconductors. This does not eliminate the conflict of interest that companies face or China's poor competitive profile but the element of dependence offers investors some level of comfort. For example, Chinas most... More