ASML vs. Lam Research: How Much Protection Does Service Revenue Really Provide?
ASML Holding N.V. (NASDAQ:ASML) reported about €3.3 billion of installed-base management sales in its September quarter. Lam Research Corporation (NASDAQ:LRCX) reported $2.47 billion of customer-support-related revenue and other in its June quarter. The labels describe different mixtures. ASML and Lam Research both feature in our 10 Best Semiconductor Stocks to Buy for the Next Decade. […]
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