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As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the ...
Lam Research Corporation products are widely used in memory chip production, but foundry customers like Taiwan Semiconductor also use its systems to make logic chips like CPUs and GPUs.
Generally, when a WFE company like Lam increases its CapEx, it increases its manufacturing capacity or invests in growth areas because management believes demand for its products will soon increase.