Lam Research: Benefiting From HBM-Driven DRAM; Initiate With ‘Strong Buy’


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Monty Rakusen

Lam Research (NASDAQ:LRCX) is a global supplier of wafer fabrication equipment and services for the semiconductor industry. The company exclusively supplies TSV (Through-Silicon Via) etching equipment to High Bandwidth Memory (HBM) suppliers. Currently, I think the market hasn’t fully appreciated the growth potential


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