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icon for Lam Research ( LRCX ) Q 4中国の収益ミックスは?

Lam Research ( LRCX ) Q 4中国の収益ミックスは?

icon for Lam Research ( LRCX ) Q 4中国の収益ミックスは?

Lam Research ( LRCX ) Q 4中国の収益ミックスは?

34%-38% 38%

30%~34% 38%

30%未満 0

38%-42% 0

Polymarket
新規

34%-38% 38%

30%~34% 38%

30%未満 0

38%-42% 0

Polymarket
新規

30%未満

$120 Vol.

39%

30%~34%

$23 Vol.

38%

34%-38%

$22 Vol.

38%

38%-42%

$20 Vol.

38%

42%以上

$20 Vol.

38%

This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials. The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket. If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket. If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket. If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Lam Research’s fiscal Q4 2026 China revenue share faces balanced market-implied odds across narrow percentage buckets, reflecting uncertainty ahead of the July 29 earnings release. Management guided for a sequential decline in China’s contribution, citing stronger spending by global multinationals in Korea and Taiwan outpacing regional demand amid ongoing U.S. export controls on advanced semiconductor equipment. Recent quarters showed China at 34-35% of revenue, supported by memory and logic capacity builds, yet competitive dynamics around wafer fab equipment allocation and margin pressures from restricted high-end sales continue to weigh on the exact mix. Traders are monitoring AI-driven WFE trends and any last-minute order shifts that could swing the outcome within the contested ranges.

This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials.

The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.

If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket.

If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.

If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.

If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.

The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.

Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
音量
$205
終了日
2026/07/29
マーケット開始日
Jul 18, 2026, 4:55 PM ET
This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials. The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket. If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket. If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket. If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials. The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket. If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket. If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket. If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Lam Research’s fiscal Q4 2026 China revenue share faces balanced market-implied odds across narrow percentage buckets, reflecting uncertainty ahead of the July 29 earnings release. Management guided for a sequential decline in China’s contribution, citing stronger spending by global multinationals in Korea and Taiwan outpacing regional demand amid ongoing U.S. export controls on advanced semiconductor equipment. Recent quarters showed China at 34-35% of revenue, supported by memory and logic capacity builds, yet competitive dynamics around wafer fab equipment allocation and margin pressures from restricted high-end sales continue to weigh on the exact mix. Traders are monitoring AI-driven WFE trends and any last-minute order shifts that could swing the outcome within the contested ranges.

This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials.

The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.

If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket.

If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.

If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.

If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.

The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.

Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
音量
$205
終了日
2026/07/29
マーケット開始日
Jul 18, 2026, 4:55 PM ET
This market will resolve according to Lam Research's China revenue mix for the upcoming fourth fiscal quarter, as reported in its official company earnings materials. The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket. If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket. If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket. If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.

外部リンクに注意してください。

よくある質問

「Lam Research ( LRCX ) Q 4中国の収益ミックスは?」はPolymarket上の5個の結果が可能な予測市場で、トレーダーが何が起こるかに基づいてシェアを売買します。現在のリード結果は「30%未満」で40%、次いで「30%~34%」が38%です。価格はコミュニティのリアルタイム確率を反映しています。例えば、40¢で取引されているシェアは、市場がその結果に40%の確率を集合的に割り当てていることを意味します。これらのオッズは継続的に変化します。正しい結果のシェアは市場決済時に各$1で引き換え可能です。

「Lam Research ( LRCX ) Q 4中国の収益ミックスは?」はPolymarket上で新しく作成された市場です(Jul 18, 2026開始)。早期の市場として、最初のトレーダーの一人としてオッズを設定し、市場の初期価格シグナルを確立するチャンスです。このページをブックマークして、取引量と活動を追跡することもできます。

「Lam Research ( LRCX ) Q 4中国の収益ミックスは?」で取引するには、このページに記載されている5個の利用可能な結果を閲覧します。各結果には市場の暗示確率を表す現在の価格が表示されています。ポジションを取るには、最も可能性が高いと思う結果を選び、「はい」で支持するか「いいえ」で反対するかを選択し、金額を入力して「取引」をクリックします。選んだ結果が市場決済時に正しければ、「はい」のシェアは各$1を支払います。正しくなければ$0です。決済前にいつでもシェアを売却できます。

「Lam Research ( LRCX ) Q 4中国の収益ミックスは?」の現在のフロントランナーは「30%未満」で40%であり、市場がこの結果に40%の確率を割り当てていることを意味します。次に近い結果は「30%~34%」で38%です。これらのオッズはトレーダーがシェアを売買するにつれてリアルタイムで更新されます。頻繁に確認するか、このページをブックマークしてください。

「Lam Research ( LRCX ) Q 4中国の収益ミックスは?」の決済ルールは、各結果が勝者と宣言されるために何が起こる必要があるかを正確に定義しています。これには結果を決定するために使用される公式データソースも含まれます。このページのコメント上にある「ルール」セクションで完全な決済基準を確認できます。取引前にルールを注意深く読むことをお勧めします。