With the change in how advanced chips are made, chip manufacturing companies must invest in new equipment. Lam Research (LRCX 0.53%) and Applied Material (AMAT 1.19%) are at the forefront of this trend. Check out the short video to learn what semiconductor investors Jose Najarro and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.
*Stock prices used were the market prices of May 25, 2023. The video was published on May 30, 2023.