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未蓝星星wlxx
2025-12-30

Lam Research（LRCX）半导体刻蚀设备龙头，产品技术领先，全球晶圆厂核心供应商，受益于 AI 芯片与先进制程对刻蚀设备的需求，订单可见度高。

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EuniceGrote
·2025-12-30
LRCX真香，AI红利吃到饱！
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