Lam Research is seen as more of a provider of essential tools in the AI race; with interest focused on AI infrastructure, that is where Lam fits. It was also named among companies that have achieved the desired results.
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Schwab NetworkPublished Oct 22 · 4 passages
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When we look at companies like Meta, IBM, Texas Instruments, and Lam Research, we find that they have achieved the desired results.
As Lam Research, Meta and IBM have mentioned, you are actually listing them as investment ideas. So , do you see opportunities in these companies?
Yes, I see that. Yes, I see that. We view Lam Research as being more of a provider of essential tools in the artificial intelligence race. With Lam Research, this spending is imposed on new capacities.
But yes, we are very interested in AI infrastructure, and that's where Lam comes in,
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