The Chipmakers' Comeback: What Lam Research's Resurgence Means for Tech Lam Research Corporation, a leading supplier of equipment to the chipmaking industry, has seen significant gains in recent times.
Sands Capital Select Growth Fund, which holds a 4. 7% stake in Lam Research, attributes this success to renewed confidence in semiconductor capital spending and the rising complexity of chip manufacturing.
The fund's quarterly returns have been boosted by Lam Research's performance, with the company contributing 2. 2% to the overall growth of 16. 7%.