LAM
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 13, 2025 by Dr. Yvonne Lutsch · across every show →
Everything said about LAM, oldest first
Aug 13, 2025 bullish
Lutsch: 3D semiconductor scaling drives higher demand for Lam equipment
“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.”