Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom
MarketBeat
Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment.
Speaking at a Bernstein conference,
NASDAQ:LRCX