We came across a bullish thesis on Lam Research Corporation (LRCX ... Advanced packaging technologies, particularly SABRE 3D, are experiencing rapid adoption, with revenue more than doubling ...

Lam Research’s SABRE 3D and Syndion tools, which feature strong plating and etch capabilities, and deliver industry-leading ...

Lam Research is crucial in the semiconductor ... as well as advanced packaging solutions such as SABRE 3D. So while there are clearly reasons for investors to be nervous about this one, the ...