– Lam reports another flat quarter & guide- No recovery in sight yet – Seems like no expectation of recovery until 2025- Mixed results – DRAM good- NAND weak- Foundry/Logic mixed-Mature weakening – Clearly disappointing to investors & stock hoping for a chip recovery Another Flat Quarter & … Read More The post LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025? appeared first on SemiWiki.