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Lam Research (LRCX) CEO Martin Anstice tries to calm fears stoked by rival chip equipment...

Lam Research (LRCX) CEO Martin Anstice tries to calm fears stoked by rival chip equipment maker's Applied Materials' (AMAT) FY12 warning, stating he hasn't seen a major drop in demand. Anstice adds he expects production of 28nm wafers, currently supply-constrained due to TSMC's (TSM) difficulties, to eventually grow to a healthy 250K-300K/month. (Needham)
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