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.
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AI-related demand should support sustained strength in leading-edge foundry logic and DRAM as well as continued NAND upgrade spending.
- Tim Archer
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Quotes from lam Executives About Artificial Intelligence and Generative AI
AI data centers require the most advanced CPU and accelerator capabilities, low latency, high bandwidth memory, and high-speed ESSD storage, all integrated through 2.5D and 3D advanced packaging.
- Tim Archer
We estimate these needs translate to roughly $8 billion of WFE spending for every $100 billion in incremental data center investment.
- Tim Archer
The performance demands of AI devices are also spurring investment in foundry logic and DRAM manufacturing inflections.
- Tim Archer
The technology requirements of AI play extremely well to Lam's product strengths, and we are excited by the breadth of opportunities we see ahead for the company.
- Tim Archer