Latest / Chip Stock Investor Podcast
Episode 80: 1 Chip Manufacturing Stock Ready to Rock From AI Chiplets, Backside Power, & Other Top Tech Trends
According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micron and the other top memory chipmakers aren’t our favorite stocks right now. Instead, we’re looking at Lam Research (LRCX), a top semiconductor wafer fab equipment and service provider. Nick and Kasey discuss the powerful business model, some new tech trends like chiplets and backside power delivery that could help Lam increase its addressable market, and the stock’s current valuation. Stay tuned…
The skinny
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