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Lam Research's Atomic‑Level Moat Powers The AI Chip Boom
Seeking Alpha· 2025-07-31 01:03
Lam Research Corporation (NASDAQ: LRCX ) is a semiconductor company that provides equipment to manufacturers in order to help them produce chips. The company's equipment is highly sophisticated and highly advanced. These equipment is typically used in wafer construction etching, deposition, and cleaningI own separate portfolios for separate goals. I have one portfolio where I have nothing but income plays, another portfolio where I have nothing but growth stocks. I also have another portfolio where I run my ...