LAM

“The smaller the semiconductor chips become, or the smaller the future become, the more, like, they go in the third dimension, like, in the, in this direction and the more layers you need. Therefore, the more layers you need, the more LAM equipment you need.”

“I'm really skeptical that you can use an LAM for general web search, just because I think there's a combination of, like, the error rate is real, it matters, and you can't see it.”

“Their attempts to replicate companies like ASML and LAM and build their own equipment for manufacturing semis has also produced almost nothing.”