Sep. 5 at 4:26 PM
$LRCX Submitted for your approval: three titans of silicon—
$KLAC,
$AMAT, and LRCX. In the sterile halls of chip fabrication, where fortunes turn on atomic precision, these entities share the same customers and the same hunger for ever-smaller geometries. Applied Materials and Lam Research clash most directly, their deposition and etch tools locked in contest for each critical step. KLA watches from a different angle, its inspection and metrology instruments measuring the success—or failure—of the others.Peers bound by the same cycles of boom and restraint, rivals for the same finite budgets. Three companies. One industry. A quiet struggle measured in angstroms and earnings.This is the semiconductor equipment sector with the greatest values and progress.
I imagine one of the reasons my bear friends cling to their hates so stubbornly is because they sense, once hate is gone, they will be forced to deal with pain @wisdom_trade.
