Lam Research (LRCX) FY24 Q2 Earning Report Viz & MA Analysis

Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).

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CDNS FY23 Q4
SNPS FY24 Q1
ADI FY24Q1
KLAC FY24 Q2
TSM FY23 Q4
NVDA FY23 Q4
AMD FY23 Q4

Earning report

Revenue by segment (Outer: FY24Q2, Inner: FY24Q1)

Growth in DRAM will be driven by capacity…