- The COVID-19 pandemic has underscored the rapidly growing reliance of individuals and businesses on digital technologies and business models.
- Trends like work-from-home and the accelerated shift towards e-commerce business models drive cloud providers to spend more on semiconductors in order to support the accelerating digitization of the global economy.
- Lam's product portfolio and revenue mix are well-positioned to be beneficiaries, and we believe its shares are poised to outperform the broader market in the years ahead.
For further details see:
Lam: A Quality 'Pick-And-Shovel' Play In The Global Semiconductor Land Grab