Lam Research Corp at Bank of America Global Technology Conference (Virtual) Transcript
Great. Thank you, everyone. Good morning. I'm Vivek Arya. I cover semiconductor, semi cap equipment at BofA Securities.
I'm really honored to have Doug Bettinger, the CFO of Lam Research, join us this morning. I know we had a little bit of a delay, but we are all sorted. Really warm welcome, Doug.
Questions & Answers
And maybe let me just kick it to you. Just to kind of give us a quick kind of intro, a state of the union. What are the top 2 or 3 things you're finding the most interesting and exciting about the industry right now? And then just some incremental headwinds that you are facing.
Sure, Vivek. Maybe let me start, remind everybody of our safe harbor language. I may make forward-looking statements today. Please have a look at our forward-looking statement. I don't know if the slide has popped up,
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