289 annotations
I think you've heard our customers talk about increasing utilization. We've certainly seen and heard from our customers talk of strengthening in pricing in those markets.
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2024 Q2
18 Feb 24
Over the past two calendar years, Lam's total revenue growth has exceeded that of our large peers. This is in part due to our gains in the foundry/logic market, where we were historically under-indexed. And it is also a result of our success in expanding our CSBG installed base opportunities.
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2022 Q3
18 Feb 24
Over the past two calendar years, Lam's total revenue growth has exceeded that of our large peers. This is in part due to our gains in the foundry/logic market, where we were historically under-indexed. And it is also a result of our success in expanding our CSBG installed base opportunities.
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2022 Q3
18 Feb 24
all signs are pointing to the
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2024 Q2
18 Feb 24
Our installed base for memory has increased close to 40% compared to the last down cycle.
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2023 Q3
18 Feb 24
in high bandwidth memory,
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2024 Q2
18 Feb 24
memory market beginning to come out of its pretty darn near historic downturn over the last couple of years
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2024 Q2
18 Feb 24
Lam has a 100% market share of the critical technologies needed for stacking the DRAM
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2024 Q2
18 Feb 24
we anticipate that a big portion of the uptick in memory spending this year will be coming through technology upgrades where -- the installed base is Lam equipment and therefore, the benefit -- a lot of the benefit of that WFE spending will flow to Lam as we do those technology upgrades
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2024 Q2
18 Feb 24
We felt was at unsustainable levels.
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2024 Q2
18 Feb 24
memory spending across both DRAM and NAND
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2024 Q2
18 Feb 24
memory has been at a historically low mix of WFE
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2024 Q2
18 Feb 24
we have grown our total non-memory revenue share
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2024 Q2
18 Feb 24
we have improved our positioning in the foundry, logic and specialty technology segments
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2024 Q2
18 Feb 24
our customer support business group
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2024 Q2
18 Feb 24
Lam ended calendar 2023 with approximately 90,000 chambers in the field, an installed base almost 50% larger than in the previous cycle.
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2024 Q2
18 Feb 24
CSBG revenue has grown by more than 80% from 2019 levels.
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2024 Q2
18 Feb 24
NAND was down north of 70%. The differential to get to the number is DRAM.
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2024 Q2
18 Feb 24
memory overall was down roughly 40%
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2024 Q2
18 Feb 24
Customers have recently indicated that pricing trends have stabilized and NAND bit demand has increased from high single digits percent year-over-year growth to high teens as certain consumer markets are demonstrating greater demand elasticity and per unit content.
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2024 Q1
18 Feb 24