- Jefferies analyst Mark Lipacis' analysis of transistor count in CPUs supported his thesis of secular demand for wafer fab equipment.
- CPU die sizes have increased by 5x - 9x for Intel Corp INTC and Apple Inc AAPL over three to five years.
- He views the current risk-reward as "particularly compelling" based on the current 25% discount to the market at which many of these stocks traded.
- Lipacis has a Buy on his preferred semiconductor capital equipment stocks KLA Corp KLAC, Applied Materials Inc AMAT, Lam Research Corp LRCX, ASML Holding NV ASML, and ACM Research Inc ACMR.
- Price Action: ASML shares traded lower by 0.86% at $648.45 in the premarket on the last check Friday.
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ACMRACM Research Inc
$24.321.58%
Edge Rankings
Momentum
71.03
Growth
97.25
Quality
0.43
Value
81.58
Price Trend
Short
Medium
Long
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