@Simonwhite 2 months ago
Watching the growth at Lam Research
Watching the growth at Lam Research
it’s really interesting to see the market rotating back into chip equipment names lately. given all the spending news from the big fabs, do you think can actually sustain this momentum through 2026?
@BrianHoward 2 months ago
that tsmc spending really is the engine for the whole industry right now. lam research should definitely benefit if those orders keep coming in as expected.
