Lam Research Corp (XSWX:LRCX)
CHF 295.85 +3.6 (+1.23%) Market Cap: 355.64 Bil Enterprise Value: 354.81 Bil PE Ratio: 66.30 PB Ratio: 41.52 GF Score: 85/100

Lam Research Corp at UBS Global Technology and AI Conference Transcript

Dec 02, 2025 / 05:55PM GMT
Timothy Arcuri
UBS AG - Analyst

We're going to start. Good morning, good afternoon. I'm Tim Arcuri. I'm the semi and semi equipment analyst here at UBS. Very pleased to have Lam Research. We have both Tim Archer, who is the CEO of Lam Research; and we have Doug Bettinger, who is the CFO of Lam Research. So thank you to you both.

Timothy Archer
Lam Research Corp - President, Chief Executive Officer, Director

Yes, great to be here. Doug Bettinger Let me kick us off with the Safe Harbor just to keep our attorneys happy, and you can see it on the screen. But for those of you on the webcast, today's discussion may include forward-looking statements that are subject to risks and uncertainties. Actual results may differ materially, and so forth and so on, so please have a look at the Safe Harbor. I don't think Tim or I will say anything new today, but just in case we do, this is the guidance for you. Okay, Tim.

Questions & Answers

Timothy Arcuri
UBS AG - Analyst

Perfect. Well, Lam has been my favorite

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