-Lam reports good quarter that is high water mark for cycle
-2023 WFE to be down more than 20%- Cuts spending & Hiring
-If we back out deferred rev outlook would be down for Dec
-Memory already Down & China down $2-$2.5B in 2023
Lam reports good quarter but likely peak of current cycle with clear drop
Lam reported revenues of … Read More
Should Intel be Split in Half?