2024-04-18 15:46:46 ET
Summary
- Lam Research is the exclusive supplier of TSV etching equipment for HBM products, which are experiencing significant growth in demand.
- Samsung Electronics and SK Hynix are expanding their manufacturing capacities for HBM products, indicating a strong market potential.
- Lam Research is well-positioned to benefit from the growth in HBM products and is expected to experience strong revenue growth in the near future.
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For further details see:
Lam Research: Benefiting From HBM-Driven DRAM; Initiate With 'Strong Buy'