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Lam Research CFO: AI Drives Super Cycle for Semiconductor Equipment, Clean Rooms Become Bottleneck for AI Chip Production Expansion
1 day ago /
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Author：小编
Recently, at the Goldman Sachs Communacopia + Technology Conference 2026, Douglas Bettinger, Chief Financial Officer of Lam Research (LRCX), stated that current market demand is extremely strong, with the industry facing a situation of "across-the-board shortages and complete sell-outs," with the primary constraint being insufficient clean room capacity. Taking Lam Research's largest customer as an example, it is expected that 8 to 10 new clean rooms will be put into operation from now until the end of next year. Lam Research maintains in-depth communication with its customers, who clearly communicate their current and future needs, as well as their anticipated development directions.
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