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13:00
Feb 26 ◎
John Kemp CEO, Qnity Electronics, Inc. Q Q4 FY25 call
Advanced packaging exposure is only ~10% of Qnity net sales, but is growing >20% and is one of the key growth drivers for 2026, indicating a significant content TAM expansion adjacent to the core semi business. — Indicates advanced packaging is a critical growth engine for the entire semiconductor supply chain, not just Qnity, and suggests supply chain adjustments are underway to support this growth.
LRCX
MED

About LRCX Analyst Coverage

Buzzberg tracks LRCX (Lam Research Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: John Kemp.