Lam Research Corp (LRCX) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Industry ...

By Yahoo! Finance | Oct 24, 2024 at 03:18 AM EST

Timothy Archer, CEO, shared that NAND utilization remained strong. He expressed confidence in NAND WFE growth next year due to a shift to higher quality bits. The advanced packaging business, driven by AI, exceeded expectations. Adoption of moly in 3D NAND is seen as beneficial.

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