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DRAM spending is modestly up relative to our prior view, driven by better trends in high-bandwidth memory related demand as well as further upside from domestic China customers. Meanwhile, the foundry/logic segment is down slightly versus our prior baseline due to weakness in both leading edge and non-China-based mature node investments.
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2024 Q1
22 Oct 23
it is a strong area of our business right now, especially given the relative weaknesses that’s seen in the other parts of the market
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2023 Q4
30 Jul 23
etch for TSVs, copper plating for filling of those TSVs, pretty much anything related to the building of that advanced packaging structure through etch and deposition
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2023 Q4
30 Jul 23
we would anticipate Lam being the first to sort of benefit from utilization turning back on, just given our exposure in that space and the impact that it's had on our spares and service business through the first half of this year
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2023 Q4
30 Jul 23
it's at a fairly low level and we really don't see it getting any better in the near term
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2023 Q4
30 Jul 23
we haven't really seen utilizations getting any better, quite frankly
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2023 Q4
30 Jul 23
has the team seen utilizations starting to stabilize, albeit at low levels?
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2023 Q4
30 Jul 23
people are able to predict the business a little bit better than, say, six months ago
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2023 Q4
30 Jul 23
For the June quarter, we returned 109% of free cash flow, and we're very much in line with our long-term capital return plans of returning 75% to 100% of free cash flow.
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2023 Q4
30 Jul 23
we expect our packaging SAM to double in the next five years
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2023 Q4
30 Jul 23
Emerging growth drivers such as generative AI are only in their initial stages of adoption and will be fundamental to driving increased investment in both memory and foundry logic fabs over the next several years
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2023 Q4
30 Jul 23
you're starting to see little strength in certain parts of the market, HBM being one of them
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2023 Q4
30 Jul 23
you guys called out a slightly better memory WFE trends due to strong HBM DRAM demand
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2023 Q4
30 Jul 23
ticked a little bit up on WFE from our prior guidance of low to mid-70s to mid-70
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2023 Q4
30 Jul 23
normalizing our operations is allowing the business to be more predictable
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2023 Q4
30 Jul 23
it's slowing down as the majority of the cuts that were made in the first half of the year are kind of taking effect
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2023 Q4
30 Jul 23
clearly we've heard some of our customers, even just recently talking about more utilization cuts within certain device segments
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2023 Q4
30 Jul 23
We continue to see WFE a little bit second half weighted this year.
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2023 Q4
30 Jul 23
The quarter-on-quarter increase was related to cost and efficiency improvements, as well as a favorable product mix.
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2023 Q4
30 Jul 23
The Reliant and Spares businesses continue to represent the largest individual portions of CSBG revenues. Both our spares and service businesses had been negatively impacted by low fab utilization levels, particularly at our memory customers.
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2023 Q4
30 Jul 23