Nov 28, 2023 / 09:15PM GMT
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment
We're going to get started with our next session. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS, and I'm very happy to have Lam Research with us and very happy to have both Tim Archer and Doug Bettinger with us. Rare to get both Tim and Doug on the stage together. So thank you. This is great.
Timothy M. Archer - Lam Research Corporation - President, CEO & Director
Thanks for having us. I think that tells you it's a big conference for the 2 of us.
Questions and Answers:
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor EquipmentWell, maybe let's start, Tim. So your competitor reported the week before last -- 1 of your competitors. Did you hear anything that surprised you and what they said that is different than what you're saying and sort of the outlook on the market. DRAM pricing certainly is getting a bit
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