Lutsch: 3D semiconductor scaling drives higher demand for Lam equipment
Dr. Yvonne Lutsch · Inside Semiconductor Investments: AI-Driven Innovation with Lam Research Capital · Aug 13, 2025 · at 1:27
Dr. Yvonne Lutsch, Investment Director at Lam Capital, explains how 3D chip architecture and miniaturization increase demand for etching and deposition equipment.
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“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.”
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