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The themes LAM Research is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductor Equipment and Materials
Graded A or B and worth $2B or more: A first, then the largest.
ASMLASML Holding NVUS$576.3BA+
KLACKLA CorporationUS$198.4BA+
TERTeradyne, Inc.US$39BA+
NVMINova Ltd.US$9.3BA+
FORMFormFactor, Inc.US$6.9BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026년 11월 13일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Semiconductor manufacturing systems64%
- Customer support and other36%
매출 비중은 quarter ended 2026-03-31 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- AMATApplied MaterialsC
- 규모
- US$294B
- 이익률
- 32.7%
- ASMIYASM International
- 240810Wonik IPS
- HTHIYHitachiB
- 이익률
- 2.6%
- TOELYTokyo Electron
- SCRNYSCREEN Holdings
무엇을 파는가6
Deposition equipment, including ALTUS, SABRE, Striker, and VECTOR
Machines that put thin layers of metal or insulating material onto a wafer. Those layers form parts of a chip, including its wiring and electrical barriers.
Etch equipment, including Akara, Kiyo, Flex, Vantex, and Syndion
Machines that remove selected material from a wafer to form tiny chip features, including holes, trenches, and wiring patterns.
Wafer-cleaning equipment, including EOS, DV-Prime, Da Vinci, SP Series, and Coronus
Machines that remove particles, residues, and unwanted films from wafer surfaces or wafer edges during chip production.
3개 더 보기
Aether dry-resist equipment
Machines that apply and develop a dry photoresist film used to create fine patterns on a wafer.
Advanced packaging equipment, including SABRE 3D and Syndion
Machines used to make connections through silicon and plate copper for packaging chips together, including in stacked-memory packages.
Customer support products and services
Spare parts, upgrades, equipment servicing, monitoring tools, and new or refurbished Reliant machines for manufacturing steps that do not need the newest equipment.
누가 사는가3
- Semiconductor memory manufacturers, foundries, and integrated device manufacturers buy wafer-processing machines for their chip factories.
- Named significant customers include Micron Technology, Samsung Electronics, SK hynix, and Taiwan Semiconductor Manufacturing Company.
- Customers also buy spare parts, upgrades, and service for Lam equipment already installed in their factories.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Demand depends on semiconductor manufacturers’ spending on factory equipment, which is affected by their business conditions, chip demand, and available factory capacity.
- 2Some parts and subassemblies can be obtained from only one supplier, so a prolonged supply interruption could affect production and customer deliveries.
- 3A substantial portion of sales and operations are outside the United States, and sales to customers in China are affected by export-license requirements and other trade rules.
잘못될 수 있는 일
- 1After a manufacturer qualifies a competitor’s equipment for a particular production step, it may continue buying that equipment, making it harder for Lam to sell to that customer for that use.
- 2Changes in semiconductor industry spending or broader economic conditions can cause rapid increases or declines in equipment demand and affect Lam’s results.
- 3Export controls and other government actions affecting China can restrict sales of Lam equipment and spare parts to customers there.
LAM Research Corp. 소개
Lam sells machines that add thin material layers to silicon wafers, shape tiny features in those layers, and clean the wafers during chip production. Its customers are semiconductor manufacturers that make memory, logic, and other chips. Lam also sells spare parts, equipment upgrades, and services for machines already in customers’ factories.
- 본사
- Fremont, California, United States
- 설립
- 1980
- 임직원 수
- approximately 23,300 (as of 2026-08-04, high)
- 상장 시장
- NASDAQ
- 회계연도 종료
- June (the fiscal year ended 2026-06-28)
LAM Research Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.