Lam Research (NasdaqGS:LRCX) 2025 Conference December 02, 2025 12:55 PM ET Company ParticipantsTim Archer - President and CEODoug Bettinger - EVP and CFOConference Call ParticipantsTim Arcuri - Managing Director and Semiconductors and Semiconductor Equipment Equity Research AnalystTim ArcherI was supposed to say that, Tim? Sorry. The mic just came on.Tim ArcuriWe're going to start. Good morning, good afternoon. I'm Tim Arcuri. I'm the Semi and Semi-Equipment Analyst here at UBS. Very pleased to have Lam Res ...