May 31, 2023 / 02:00PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
Good morning, everyone. Thank you so much for coming. 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, the President and CEO of Lam Research, Mr. Tim Archer.
Before I start, I want to mention, if you have questions you'd like to ask during the presentation, in your program, there's a QR code. You can scan it. That will take you to our -- what's called our pigeon hole form where you can submit those questions, and we'll leave time at the end for that Q&A.
So semi cap. Look, semi cap has really been top of mind for many of my clients, especially as the strength of the last years, couple of years now sort of turns into the first kind of real cycle we've had since 2019. But even amid all of that, though, there are of course, nearer-term questions, things like memory spending trajectory and the impact of export controls and when things might trough and when they might peak -- I get all that.
Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 23, 2024
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