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Lam Research Corporation (LRCX) Management Presents at Bank of America Securities Global Tech Conference (Transcript)

Jun. 03, 2020 6:56 PM ETLam Research Corporation (LRCX)2 Comments
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Lam Research Corporation (NASDAQ:LRCX) Bank of America Securities Global Tech Conference June 3, 2020 5:30 PM ET

Company Participants

Doug Bettinger - Executive Vice President & Chief Financial Officer

Conference Call Participants

Vivek Arya - Bank of America Securities

Vivek Arya

Hello. Good afternoon, everyone. This is Vivek Arya, senior semiconductor analyst at Bank of America Securities. I'm really delighted to have Doug Bettinger, Executive Vice President and Chief Financial Officer of Lam Research; along with Tina Correia and Ram Ganesh from the Investor Relations team, join us this afternoon to share their insights about Lam and the industry. So warm welcome to all.

And in terms of the format, I'll go through some Q&A, but please, if you have any questions, please feel free to send them to me through that console in front of you, and I'll be sure to put them in.

So with that, Doug a very warm welcome to you really appreciate your joining us in this conference. And maybe if I could just kick off the Q&A session.

Question-and-Answer Session

Q - Vivek Arya

The last time we heard from Lam, I think the message was that demand conditions have been pretty strong. But you were supply challenged because of all the COVID headwinds and the shelter-in-place orders. Could you give us an update on the supply side? What is this kind of the state of the union right now from a supply perspective?

Doug Bettinger

Yeah. Sure. That's a great place to start, Vivek. And by the way thanks for having us. Good to do this virtually in some way, shape or form, at least. Yeah. I'll remind you what we said, Vivek and everybody on the call, at last earnings, and then I'll tell you, we're kind of executing as I thought we would be able to. So I'll remind you, first, in the March quarter, I think we

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