October 23, 2021

CHICAGO PIXELS

SEMICONDUCTOR RESEARCH CENTER

LAM – Surfing the Spending Tsunami in Semiconductors – Trailing Edge Terrific

-$80B + in WFE with strong back half in 2021
-Trailing edge strength adds to overall great demand
-Supply side headwinds require effort- Malaysia now open
-It just comes down to execution which Lam has done well

Nice beat and sandbagged guide
As Lam has done consistently for many quarters now, they beat numbers with Revenues of $4.15B… Read More

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