Lam Research Corp at Deutsche Bank Technology Conference (Virtual) Transcript
All right. Good morning, everyone. I am Sidney Ho. I cover semiconductor, semi-cap equipment and IT hardware at Deutsche Bank. The next company we have is Lam Research. Lam is a leading global supplier of wafer fab equipment and services and market leader in both etch and deposition tools. I'm sure I missed a few things. Today, we are excited to be joined by Lam's CFO, Doug Bettinger. Welcome, Doug.
Thanks, Sidney. Good to be here.
Great. Before we start, for those investors who are listening to the webcast through our portal, if you want to ask a question, there is a box on your screen where you can type in the questions. I will try to ask the questions as we go through our discussion.
So with that out of the way, let me start with a few near-term industry-related
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