Lam Research performing like a Lion – SemiWiki
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– Business is about as good as it gets- $75B WFE in 2021? – China remains strong at 32% despite SMIC lack of license – NAND remains 48% of revs versus 31% foundry – DRAM steady @ 14% – Service was record $1.3B Strong results in a strong market Lam reported revenues of $3.85B and […]