Will Molybdenum Make Lam Research The Next ASML? (NASDAQ:LRCX)

Core Insights - Lam Research (LRCX) plays a crucial role in the AI supply chain by providing deposition machines such as the ALTUS Halo, which facilitates atomic layer deposition (ALD) for the mass production of molybdenum, transitioning from tungsten [1] Group 1: Company Overview - Lam Research is focused on supplying advanced deposition machines that are essential for the semiconductor manufacturing process, particularly in the context of AI technology [1] Group 2: Market Position - The company is positioned to benefit from the ongoing AI boom, as it supplies critical equipment that supports the production of materials necessary for AI applications [1]