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-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Numbers are great
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
-SEMICON good conference -No news but perceptibly nervous
-Memory chip warnings & memories of cycles past haunt us
-Can we turn the clock back 20+ years on China Chip Policy?
-Last ditch efforts on Chips for America before government vacation
SEMICON West Conference
Attendance at the show was good, better than last Decembers… Read More
