- Q4 2024 Lam Research Corp Earnings Call TranscriptJul 31, 2024$921.24 (+7.77%)Earnings
- Q3 2024 Lam Research Corp Earnings Call TranscriptApr 24, 2024$884.89 (-0.29%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 05, 2024
- Q2 2024 Lam Research Corp Earnings Call TranscriptJan 24, 2024$848.16 (+2.14%)Earnings
- Lam Research Corp at UBS Technology, Media & Telecom Conference TranscriptNov 28, 2023
- Q1 2024 Lam Research Corp Earnings Call TranscriptOct 18, 2023$642.24 (-1.19%)Earnings
- Lam Research Corp at Evercore Semiconductor & Semiconductor Equipment Conference TranscriptSep 06, 2023
- Lam Research Corp at Deutsche Bank Technology Conference TranscriptAug 30, 2023
- Q4 2023 Lam Research Corp Earnings Call TranscriptJul 26, 2023$642.37 (-1.21%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference TranscriptJun 06, 2023
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 31, 2023
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 22, 2023
- Q3 2023 Lam Research Corp Earnings Call TranscriptApr 19, 2023$491.02 (-0.88%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2023
- Q2 2023 Lam Research Corp Earnings Call TranscriptJan 25, 2023$488.4 (+0.18%)Earnings
- Lam Research Corp at Credit Suisse Technology Conference TranscriptNov 29, 2022
- Q1 2023 Lam Research Corp Earnings Call TranscriptOct 19, 2022$330.08 (+2.49%)Earnings
- Lam Research Corp at Evercore TMT Conference TranscriptSep 07, 2022
- Q4 2022 Lam Research Corp Earnings Call TranscriptJul 27, 2022$467.66 (+4.57%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference TranscriptJun 07, 2022
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptJun 01, 2022
- Lam Research Corp at JPMorgan Global Technology, Media & Communications Conference TranscriptMay 23, 2022
- Q3 2022 Lam Research Corp Earnings Call TranscriptApr 20, 2022$481.45 (+0.47%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 08, 2022
- Q2 2022 Lam Research Corp Earnings Call TranscriptJan 26, 2022$596.67 (+1.43%)Earnings
- Lam Research Corp at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 07, 2021
- Lam Research Corp at UBS Global TMT Conference (Virtual) TranscriptDec 06, 2021
- Lam Research Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptNov 30, 2021
- Q1 2022 Lam Research Corp Earnings Call TranscriptOct 20, 2021$565.5 (-0.93%)Earnings
- Lam Research Corp at Deutsche Bank Technology Conference (Virtual) TranscriptSep 09, 2021
- Q4 2021 Lam Research Corp Earnings Call TranscriptJul 28, 2021$635 (+1.99%)Earnings
- Lam Research Corp at Bank of America Global Technology Conference (Virtual) TranscriptJun 10, 2021
- Lam Research Corp at Evercore ISI TMT Conference (Virtual) TranscriptJun 09, 2021
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference (Virtual) TranscriptJun 03, 2021
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Q3 2021 Lam Research Corp Earnings Call TranscriptApr 21, 2021$641.25 (+4.60%)Earnings
- Lam Research Corp at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- Lam Research Corp at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q2 2021 Lam Research Corp Earnings Call TranscriptJan 27, 2021$515.04 (-6.81%)Earnings
- Lam Research Corp at Credit Suisse Technology Conference (Virtual) TranscriptDec 01, 2020
- Lam Research Corp Annual Shareholders Meeting TranscriptNov 03, 2020
- Q1 2021 Lam Research Corp Earnings Call TranscriptOct 21, 2020$366.62 (+0.84%)Earnings
- Lam Research Corp at Citi Global Technology Conference (Virtual) TranscriptSep 09, 2020
- Q4 2020 Lam Research Corp Earnings Call TranscriptJul 29, 2020$360.83 (+3.41%)Earnings
- Lam Research Corp at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 03, 2020
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 27, 2020
- Q3 2020 Lam Research Corp Earnings Call TranscriptApr 22, 2020$271.78 (+11.55%)Earnings
- Lam Research Corp 2020 Investor Meeting TranscriptMar 03, 2020
- Q2 2020 Lam Research Corp Earnings Call TranscriptJan 29, 2020$298.22 (-1.15%)Earnings
- Lam Research Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 03, 2019
- Q1 2020 Lam Research Corp Earnings Call TranscriptOct 23, 2019$233.18 (-0.74%)Earnings
- Lam Research Corp at Deutsche Bank Technology Conference TranscriptSep 11, 2019
- Lam Research Corp at Citi Global Technology Conference TranscriptSep 05, 2019
- Lam Research Corp at KeyBanc Capital Markets Tech Leadership Forum TranscriptAug 12, 2019
- Lam Research Corp at Flash Memory Summit TranscriptAug 07, 2019
- Q4 2019 Lam Research Corp Earnings Call TranscriptJul 31, 2019$208.61 (-1.28%)Earnings
- Lam Research Corp at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 04, 2019
- Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 29, 2019
- Lam Research Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 16, 2019
- Q3 2019 Lam Research Corp Earnings Call TranscriptApr 24, 2019$195.44 (+0.34%)Earnings
- Lam Research Corp at Goldman Sachs Technology & Internet Conference TranscriptFeb 13, 2019
- Q2 2019 Lam Research Corp Earnings Call TranscriptJan 23, 2019$139.33 (-0.40%)Earnings
Lam Research Corp at Sanford C Bernstein Strategic Decisions Conference (Virtual) Transcript
Good afternoon, everyone. Thank you for coming today. I'm Stacy Rasgon. I cover the U.S. semiconductor and now semiconductor capital equipment sector here at Bernstein. Today, it's my great honor to introduce our guest, the President and CEO of Lam Research, Mr. Tim Archer.
Our session day is going to launch about 50 minutes. (Operator Instructions)
Questions & Answers
So how to think about Lam? So I talked about this yesterday a bit when I opened up a different session. I want to kind of reiterate some of it. Putting aside the stocks and talk of the cycle and everything else for a moment, I have to say, I remain really inspired by the semi cap industry itself. And the capabilities that these companies bring to bear to enable the fabrication of some of the most complex things that humanity has ever devised. And to that end, I do think that semi cap really
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