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Lam Research: Wait for Industry Cooling Down Before Investing
ByAinvest
Wednesday, Dec 3, 2025 3:56 am ET1min read
Lam Research is a leading wafer fabrication equipment manufacturer with a strong position in the etch process and decent presence in deposition. The core thesis is that AI-driven demand for complex technologies will drive growth in the industry. However, investors should wait for a cooldown before entering the market due to current high valuations and uncertainty surrounding the industry's future.
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