@Simonwhite 2 weeks ago
Lam Research showing strong growth
Lam Research showing strong growth
It is great to see Lam Research getting these big contracts for 3D NAND storage. Do you all think has more room to run as data centers keep expanding? I am curious if this demand for etch equipment is just starting.
@BrianHoward 2 weeks ago
it's great to see lam research picking up momentum with these contracts. data center expansion is a massive tailwind for the whole sector.
