Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off?
Key Takeaways LRCX sees strong demand for its ALD and dry EUV tools as chips become smaller and more complex. Lam Research is gaining traction in NAND and foundry markets with tools like Striker SPARC and ALTUS Halo. Competition from AMAT and KLAC in ALD and EUV process tools adds pressure to LRCX's growth strategy.Lam Research Corporation (LRCX) is putting a major focus on two key technologies — atomic layer deposition (ALD) and dry EUV (Extreme Ultraviolet) resist processing. These are becoming more imp ...