Lam Research Corp at Citi Global Technology Conference (Virtual) Transcript
Hi, welcome, everyone. My name is Atif Malik. I cover U.S. semiconductors and equipment stocks. It's my pleasure to welcome Doug Bettinger, CFO of Lam Research. We also have Tina and Ram from the IR team. The format after today's discussion is fireside chat. I'll go with my questions first after Lam Research reads the safe harbor statements. And then if you have any questions for the Lam team, please e-mail them to me. That's [email protected]. Welcome, Doug.
Thanks for having me, Atif. Good to see everyone on the webcast here this morning, this afternoon.
Questions & Answers
Doug, before I talk about WFE and all that good stuff, a couple of topics that have kind of emerged from the conference yesterday and today. The first one is on lead times. It sounds like for a big part of the supply chain, the
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