Newest article on Lam Research
Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again
At Lam Research, I see the next AI-driven growth driver emerging after HBM and DRAM: NAND storage is becoming scarce. AI data centers require increasingly larger enterprise SSDs for training data, vector databases, and increasingly the so-called KV cache during inference. With the spread of autonomous...



