Lam Research (LRCX) 2025 Conference Transcript

Lam Research (LRCX) 2025 Conference September 03, 2025 08:50 AM ET Company ParticipantsDouglas Bettinger - EVP & CFOConference Call ParticipantsAtif Malik - U.S. Specialty Semiconductors AnalystAtif MalikCiti Global TMT Conference. My name is Atif Malik. I cover U.S. semiconductors, semiconductor equipment, and networking equipment stocks. It's my pleasure to welcome Doug Bettinger, EVP, CFO, Lam Research, as well as Ram Ganesh, Friendly Neighborhood IR. I'm going to kick it off with my questions, and if yo ...