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Page 8 of 15
Usually, the fabs keep running, right, and other stuff gets adjusted. But right now, utilization is obviously down.
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2023 Q3
23 Apr 23
I cannot remember utilization being as low as it is right now
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2023 Q3
23 Apr 23
We talked about strength in mature node logic foundry, where Doug talked about these advanced payments, and we also talked about some trailing-edge shipments to China that we can now make after clarification of the rules.
So all those things kind of contribute to how we think about Lam in second half.
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2023 Q3
23 Apr 23
we're going to see as we move through the remainder of this year and into next year, utilizations eventually come back, technology conversion start to occur. And then finally, WFE starts to tick back up
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2023 Q3
23 Apr 23
in the September quarter call, the $23 million would be down in WFE
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2023 Q3
23 Apr 23
June is even lower than March, and March was at a 10-year low in terms of our shipment and revenue anyway into that space
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2023 Q3
23 Apr 23
we should exit the year at least a percentage point gross margin higher than where we are
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2023 Q3
23 Apr 23
that does help us with WFE in the second half
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2023 Q3
23 Apr 23
there would be additional shipments that occur through China in the second half that weren't originally anticipated
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2023 Q3
23 Apr 23
our June quarter has been weaker than what we probably thought as we came into the year
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2023 Q3
23 Apr 23
as we look at the profile of WFE spending this year, it now appears to be a little bit second half weighted
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2023 Q3
23 Apr 23
he specialty technology market is performing better than overall WFE, and I expect this part of the business to continue to perform well during calendar year 2023.
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2023 Q3
23 Apr 23
We expect memory spending for the year to decline approximately 50% from 2022, and led by NAND.
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2023 Q3
23 Apr 23
Memory spending in 2023 is at a historic low as a percentage of total WFE.
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2023 Q3
23 Apr 23
Recently, the U.S. government notified us of a clarification to the rule issued last October governing exports to China.
This notification allows us to ship certain products that we had originally excluded from our expectations.
We expect to ship these tools in the second half of 2023.
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2023 Q3
23 Apr 23
As our June quarter guidance indicates, the near-term demand environment remains challenging.
We expect 2023 WFE spending to be in the low to mid $70 billion range, with additional weakness primarily from memory customers, partially offset by domestic China-related demand.
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2023 Q3
23 Apr 23
we actually think that with that foundry logic spending in the devices and applications that are created, that will be another one of the drivers that pulls through memory usage and causes and perhaps accelerates a memory recovery
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2023 Q2
19 Feb 23
Our growth was in the factory and field to support the manufacturing as well as installation of tools at our customers’ fabs
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2023 Q2
31 Jan 23
Continued scaling of foundry logic devices from existing nodes is expected to increase etch and deposition intensity around 25% to 30%, thus creating tremendous opportunity for us to gain share through new innovations for future devices.
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2023 Q2
31 Jan 23
When I look at WFE down more than 20% this year, memory is down a good deal more than that. Foundry Logic, a lot less. Litho is a heavier percent of the Foundry Logic spend.
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2023 Q2
29 Jan 23