Lam Research (LRCX) will announce its quarterly earnings on April 22, 2020, and Applied Materials (AMAT) the following month on May 14, 2020. Both companies make equipment used to manufacture semiconductor devices. In this article, I want to present a comparative analysis of both companies because they compete against each other in two major segments of the semiconductor equipment market: deposition and etch.
But first, with LRCX announcing shortly, I want to present my take on what I expect the company will announce in its FYQ3 call.
LRCX Q3 Preview
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