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@BrianHoward 4 weeks ago

Lam Research and the AI chip boom

Lam Research and the AI chip boom

it's pretty impressive to see how Lam Research is gaining momentum with all these new orders for AI chip production. i've been watching closely as the demand for advanced etch and deposition tools seems to be picking up speed. do you all think this growth in semiconductor equipment is just getting started?

@IsabelLynn 4 weeks ago

always interesting to see how lam research reacts to these chip manufacturing cycles. they seem to have a very solid position in the market.