Lam Research

Headquarters

Fremont, California, USA

Website

www.lamresearch.com

Employees

19,000 (FY2025 10-K)

Founded

1980

Listing

LRCX · NASDAQ

Market Cap

$364.68B

Revenue (TTM)

$21.68B

Price

USD291.61 (-4.94%)

Supply Chain

• Taiwan Semiconductor Manufacturing Company: TSMC is among Lam Research's top customers for wafer fabrication equipment supporting leading-edge logic nodes.
• Samsung Electronics: Samsung Electronics is among Lam Research's top customers for wafer fabrication equipment.
• SK hynix: SK hynix is among Lam Research's top customers for wafer fabrication equipment supporting HBM capacity expansion.
• Intel: Intel is among Lam Research's top customers for wafer fabrication equipment.
• High Bandwidth Memory: Lam Research dominates the etch and deposition equipment market that physically builds the vertical 3D NAND and DRAM structures high-bandwidth memory requires.
• Micron Technology: Lam Research supplies etch and deposition equipment used in Micron's advanced memory manufacturing.

Competition / Other

• Semiconductor Manufacturing Equipment: Lam Research dominates the etch and deposition process steps essential to HBM and advanced memory fabrication.
• KLA Corporation: Lam Research and KLA both supply critical, non-substitutable tools to the same fabs, with KLA focused on inspection and metrology versus Lam's etch/deposition focus.
• Applied Materials: Lam Research competes with Applied Materials and Tokyo Electron in semiconductor wafer fabrication equipment, particularly etch and deposition tools for advanced-node and memory chip production.
• Tokyo Electron: Lam Research competes with Tokyo Electron and Applied Materials in semiconductor wafer fabrication equipment for advanced-node and memory chip production.
• ASM International: ASM International competes with Lam Research in deposition equipment for advanced logic and memory manufacturing.