MELANY's data-driven read on Lam Research Corp · Special Industry Machinery, Nec.
Lam Research is one of the world's largest semiconductor wafer fabrication equipment manufacturers, specializing in deposition and etch, which involve building up layers on a semiconductor and then selectively removing patterns from each layer. It holds the top market share in etch and the clear second share in deposition, and is more exposed to memory chipmakers for DRAM and NAND. Its top customers include the world's largest chipmakers, such as TSMC, Samsung, Intel, and Micron.
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