Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference (Virtual) Transcript

Jan 23, 2024

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Jun 03, 2021 / 06:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good afternoon, everyone. Thank you for coming today. I'm Stacy Rasgon. I cover the U.S. semiconductor and now semiconductor capital equipment sector here at Bernstein. Today, it's my great honor to introduce our guest, the President and CEO of Lam Research, Mr. Tim Archer.

Our session day is going to launch about 50 minutes. (Operator Instructions)

Questions and Answers:

Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

So how to think about Lam? So I talked about this yesterday a bit when I opened up a different session. I want to kind of reiterate some of it. Putting aside the stocks and talk of the cycle and everything else for a moment, I have to say, I remain really inspired by the semi cap industry itself. And the capabilities that these companies bring to bear to enable the fabrication of some of the most complex things that humanity has ever devised. And to that end, I do think that semi cap really

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