ASML focuses on lithography equipment, Lam Research specializes in etching and deposition equipment. Lam Research’s equipment is crucial for the production of advanced semiconductor chips, including those used in AI applications.
With the growing demand for AI chips, Lam Research has been a major beneficiary of the AI revolution. The company’s stock price has surged to over $700 per share, making it a potential candidate for a stock split.
Lam Research’s strong position in the semiconductor equipment market, along with the increasing demand for AI chips, bodes well for its future growth potential. A stock split could further drive its stock price higher and attract more investors to the company.
In conclusion, the AI revolution has propelled the growth of companies in the semiconductor sector, leading to significant stock price appreciation. Stock splits could potentially drive these AI beneficiaries to even greater heights, attracting more investors and increasing liquidity in their shares. Companies like Nvidia, Super Micro Computer, Broadcom, ASML Holdings, and Lam Research are well-positioned to benefit from the continued growth of the AI industry.