Lam Research Corp at JPMorgan Global Technology, Media & Communications Conference Transcript

Jan 23, 2024

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May 23, 2022 / 01:20PM GMT
Harlan Sur - JPMorgan Chase & Co, Research Division - Senior Analyst

All right. Good morning. Let's go ahead and get started. Welcome to JPMorgan's 50th Annual Technology, Media and Communications Conference. Good to see everybody in person. My name is Harlan Sur, a semiconductor and semiconductor capital equipment analyst here for the firm. Very pleased to have Doug Bettinger, CFO of Lam Research, here with us today.

Lam is, for most of you who don't know, a top semiconductor capital equipment supplier, strong leadership in etch and deposition and fast-emerging businesses like resist processing, advanced packaging. I've asked Doug to start us off with articulating Lam's view of the industry, wafer fab equipment, or WFE, spending outlook for this year and Lam's performance within that. So -- and then we'll go ahead and kick off the Q&A. So Doug, thanks for joining us today, and let me go ahead and turn it over to you.

Douglas R. Bettinger - Lam Research Corporation - Executive VP, CFO & CAO

You bet, Harlan. Thanks for having me. I always

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