Lam Research Corp at Bernstein Strategic Decisions Conference Transcript
Right. Good morning. Thank you all for coming today. I'm Stacy Rasgon. I cover the US semiconductor and semiconductor capital equipment sector here at Bernstein. It's my great honor to introduce our guest, the President and CEO of Lam Research, Mr. Tim Archer.
Before I start, I want to mention if you have questions you'd like to ask during the presentation. You should have a link or QR code, I think, to the pigeonhole form where you can submit those. I will get them up here and we'll have time for Q&A at the end.
So semi cap. So after enjoying -- it's had a bit of a renaissance already over the last several years, but the capital equipment industry has really shifted into overdrive recently as AI has gone mainstream. With the demand profiles that we're seeing, calling for at the end of the day, just simply more, more chips, more wafers, more tools. And in that world, the contributions from companies like Lam are becoming more important than ever. And to tell us all about it, it gives me great pleasure to welcome Tim to our
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