Jun 01, 2022 / 07:30PM 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 semiconductor capital equipment sector here at Bernstein. It's my great honor to introduce our guest today, the President and CEO of Lam Research, Mr. Tim Archer.
Before I start, I want to -- if you have questions that you want to ask, there will be, at one point in time, QR codes on the screen. You can scan them, and that will bring up a link to -- it's called Pigeonhole. You can submit questions. And we should have some time for Q&A at the end for those.
Let's talk about semi cap. So the semiconductor capital industry has been enjoying a renaissance, I think, over quite a few years now. More recently, it really seems to have come into its own, as both the industry growth and I think industry capital intensity have been inflecting higher.
The much anticipated sort of end of Moore's Law, far reducing the need for customers to spend on equipment has made -- actually made the
Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 23, 2024
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