AI Index / Lam Research Corporation
Lam Research Corporation (LRCX)
Lam Research, a supplier of wafer fabrication equipment and services to the semiconductor industry, offers AI-related technologies to meet the demands of AI applications. The company invests in research and development for etch and deposition processes that serve AI-driven semiconductor needs.
Loading...
Our upgrades business grew to a new high, up mid-teens percent over the prior quarter as NAND customers migrate to higher layer count, higher performance devices to meet the faster read write requirements and greater storage demands of AI applications.
- Timothy M. Archer
Similar Companies in the Swift AI Index
Quotes from lam Executives About Artificial Intelligence and Generative AI
AI is driving greater transistor performance requirements and, in turn, accelerating the inflection to gate-all-around device architectures.
- Timothy M. Archer
Advanced packaging is critical for scaling system performance to address next-generation AI requirements and so far has enabled up to 100% improvement in memory density, 4x improvement in bandwidth and an approximate 40% gain in power efficiency.
- Timothy M. Archer
With AI's rapid adoption of advanced packaging, that number has grown more than 6x. In the future, we expect end consumer devices like mobile application processors and laptop CPUs to also feature more complex packaging schemes as on-device AI becomes mainstream.
- Timothy M. Archer