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While NAND WFE is down significantly in 2023, supply actions are starting to have a positive impact.
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2024 Q1
18 Feb 24
NAND weakness continued in the quarter as customers adjusted spending levels down and further lowered utilizations to drive a faster path to supply-demand balance
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2024 Q1
18 Feb 24
Spares followed by the Reliant product line continue to be the 2 largest components of CSBG.
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2024 Q2
18 Feb 24
we continue to see our memory customers operating the fabs at very low utilization rates
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2024 Q2
18 Feb 24
Most of our China revenue in the last 2 quarters was from domestic Chinese customers, and we expect spending from this region to be stable overall in 2024.
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2024 Q2
18 Feb 24
The decline was driven by general mature node softness as well as the timing of customer projects.
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2024 Q2
18 Feb 24
The Logic and Other segment was 14% of our systems revenue
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2024 Q2
18 Feb 24
The Foundry segment represented 38% of our systems revenue
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2024 Q2
18 Feb 24
NAND customers have aggressively reduced capacity throughout the year to bring inventory levels down.
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2024 Q2
18 Feb 24
For the December quarter, this segment represented 17% of our systems revenue
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2024 Q2
17 Feb 24
nonvolatile memory WFE was at historic lows on a mix basis in 2023
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2024 Q2
17 Feb 24
DRAM, which was at record levels on a dollar basis, coming in at 31%
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2024 Q2
17 Feb 24
systems revenue in memory was 48%
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2024 Q2
17 Feb 24
Our deferred revenue balance at the end of the quarter was $1.93 billion, which was an increase of $238 million from the September quarter
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2024 Q2
17 Feb 24
Lam's served markets of etch and deposition should outpace growth in WFE overall.
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2024 Q2
17 Feb 24
we believe WFE spending will need to roughly double from today's levels
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2024 Q2
17 Feb 24
semiconductor revenues widely expected to reach $1 trillion around the end of the decade
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2024 Q2
17 Feb 24
domestic China spending will be stable in 2024
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2024 Q2
17 Feb 24
We see foundry logic spend growing in 2024 with higher leading-edge investment, offset in part by declines in mature node investment outside of China.
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2024 Q2
17 Feb 24
Our early view of WFE spending for calendar 2024 is in the mid- to high $80 billion range.
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2024 Q2
17 Feb 24