Oct. 24 at 3:27 PM
$LRCX vs.
$ASYS — Why Lam Research is the Better Bet
Lam's revenue soared 28% YoY in Q1 FY26, driven by innovative tools like the Halo molybdenum ALD and Aether dry resist EUV platform, and an overall strong demand for its products. Amtech, meanwhile, struggles with weak mature node markets despite gains in AI infrastructure-related equipment sales.
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