Lam Research Corp at Deutsche Bank Technology Conference (Virtual) Transcript

Jan 23, 2024

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Sep 09, 2021 / 03:50PM GMT
Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst

All right. Good morning, everyone. I am Sidney Ho. I cover semiconductor, semi-cap equipment and IT hardware at Deutsche Bank. The next company we have is Lam Research. Lam is a leading global supplier of wafer fab equipment and services and market leader in both etch and deposition tools. I'm sure I missed a few things. Today, we are excited to be joined by Lam's CFO, Doug Bettinger. Welcome, Doug.

Douglas R. Bettinger - Lam Research Corporation - Executive VP, CFO & CAO

Thanks, Sidney. Good to be here.

Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst

Great. Before we start, for those investors who are listening to the webcast through our portal, if you want to ask a question, there is a box on your screen where you can type in the questions. I will try to ask the questions as we go through our discussion.

So with that out of the way, let me start with a few near-term industry-related

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