Lam Research (NASDAQ:LRCX), which sells chipmaking equipment, reported record revenue on Oct. 21. It also said limited clean-room space and shortages of some parts would stop chipmakers and equipment companies from fully meeting demand into 2027. The PHLX Semiconductor Index dropped 6.7% on Oct. 22, its worst day since June 23. Lam lost 12%, Micron Technology (NASDAQ:MU) 6%, Advanced Micro Devices (NASDAQ:AMD) 8%, and Marvell Technology (NASDAQ:MRVL) 9%. But Lam was describing more demand than the industry can meet, not less. And all three chipmakers' own outlooks still point up. I think the sell-off makes all three worth buying.
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