LAM ResearchAt one stage, LAM California plants were expected to recommence operations in the second half of May but they haven't issued any updates since March 17.
I've contacted LAM IR a couple of times & finally received a response yesterday ..
"Unfortunately we are in a quiet period and won’t be able to provide any business related updates."
Based on my understanding of "a quiet period", they aren't actually in one, so I'm assuming their plants are still shut down (?) This may shift some of Photon's revenue from 2nd to 3rd quarter.
Not really a big deal at this point (with a $30M backlog at the end of March) .. but it would be nice to see them back in operation soon. (if they are, in fact, still shutdown).