Lam Research Corporation (LRCX) Bank of America 2026 Global Technology Conference June 2, 2026 12:20 PM EDT
Company Participants
Douglas Bettinger – Executive VP & CFO
Conference Call Participants
Vivek Arya – BofA Securities, Research Division
Presentation
Vivek Arya
BofA Securities, Research Division
I’m Vivek Arya from our semiconductor semi-cap equipment team. I’m really delighted to have the team from Lam Research join us for this fireside and Doug Bettinger, the Chief Financial Officer. And as always, I’ll go through my questions, but please feel free to raise your hand if you would like to bring something up. Before we start, Doug, I believe you have a safe harbor.
Douglas Bettinger
Executive VP & CFO
Yes. I need to start with the safe harbor to keep my legal team happy. Let me give me a couple or a minute here. Today’s discussion may include forward-looking statements that are subject to risks and uncertainties, and actual results may differ materially. Additional information concerning factors that could cause results to differ materially from those forward-looking statements can be found in the risk factors disclosed in our public filings with the SEC, including our most recent 10-K and 10-Q. And I’m done.
Vivek Arya
BofA Securities, Research Division
Wonderful. Thank you. So that’s the exciting part of that.
Douglas Bettinger
Executive VP & CFO
I know people are always excited to see how fast I can read that.
Question-and-Answer Session
Vivek Arya
BofA Securities, Research Division
So maybe just let’s start, Doug, with kind of a state of the union, right? Since the start of the year, we have seen Lam consistently the wafer fab equipment market this year. So from started in the mid — low 130s, now it’s kind of over 140, right, plus.
Douglas Bettinger
Executive VP & CFO
That we said.
