Lam Research: Second-Mover Trade on Nvidia's AI Figures

Beneficiary of the AI boom: Lam technology is embedded in nearly every high-end chip, and the expansion of AI data centers is driving a multibillion-dollar demand for manufacturing equipment. Strong figures: Margins at record levels, ambitious growth targets set for 2028 Virtually every advanced chip worldwide comes into contact with Lam technology at some point. The more powerful the AI models, the more complex the chips are under the hood, and the more elaborate their manufacturing becomes. CEO Tim Archer calls artificial intelligence...