好的，我想谈谈泛林集团，其股票代码是LRCX。它可能不是每个人都熟悉的名字。但如果你熟悉Jose和我今天讨论的领域，你可能知道这家公司。如果你不知道，泛林集团主要制造芯片制造设备。
芯片制造商建造存储芯片以及先进逻辑和封装所需的任何钻孔工具。
Okay , I want to talk about Lam Research, whose ticker symbol is LRCX. It's probably not a name familiar to everyone. But it's probably a company you know if you're familiar with the field that Jose and I are talking about today. If you don't know, Lam Research mainly manufactures chip manufacturing equipment. Any drilling tools that chip manufacturers need to build memory chips, plus advanced logic and packaging.
当我们在其他视频中谈到三星、SK海力士或美光等公司，以及它们在存储行业的竞争时，所有这些公司都需要泛林集团的工具来实现规模化。
And when we talk in other videos about companies like Samsung, SK Hynix, or Micron, and that race to win in the memory industry, all these companies need Lam tools to scale.