Analyst
Jefferies
Equibles does not estimate personal net worth.
Blaine Curtis is recorded as Analyst at Jefferies. Blaine Curtis has spoken on 29 earnings calls across 15 companies, most recently for Lam Research Corp on October 21, 2026. Those appearances were for Lam Research Corp (LRCX), Broadcom Inc. (AVGO), MACOM Technology Solutions Holdings, Inc. (MTSI), Sandisk Corp (SNDK), Allegro Microsystems, Inc. (ALGM) and 10 other companies. The companies whose calls Blaine Curtis spoke on are classified in the Technology sector.
“Is that something you're seeing from customers or is that still a potential transition?”
“I actually want to follow up on Joe's on supply, the key point. can you just talk about from either a substrate or you know kind of interpose or co-op replacement is any excuse decided to use your Singapore capacity and how does that fit into that supply picture you put together going to start deploying our Singapore…”
“I want to ask on NAND, it doubled in the quarter, obviously, off small base. Just curious what you're seeing in that market. And then you didn't mention it in October.”
“I want to ask on NAND, it doubled in the quarter, obviously, off small base. Just curious what you're seeing in that market. And then you didn't mention it in October.”
Jefferies
Analyst
Transcript header (unverified)
LRCX
Semiconductor Equipment & Materials · Technology
AVGO
Semiconductors · Technology
SNDK
Computer Hardware · Technology
Semiconductor Equipment & Materials · Technology
COHR
Scientific & Technical Instruments · Technology
APPL MATERIAL-T
ALAB
Semiconductors · Technology
PI
Semiconductors · Technology
RMBS
Semiconductors · Technology
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
