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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 theme 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 NV576,3B $A+
KLACKLA Corporation198,4B $A+
TERTeradyne, Inc.39B $A+
NVMINova Ltd.9,3B $A+
FORMFormFactor, Inc.6,9B $A+
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 Limited13 нояб. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Semiconductor manufacturing systems64 %
- Customer support and other36 %
Доли выручки — это оценки за quarter ended 2026-03-31, а не цифры из поданной отчётности.
Конкурирует с
- AMATApplied MaterialsC
- Размер
- 294B $
- Маржа
- 32,7 %
- ASMIYASM International
- 240810Wonik IPS
- HTHIYHitachiB
- Маржа
- 2,6 %
- TOELYTokyo Electron
- SCRNYSCREEN Holdings
Что продаёт6
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.
Показать ещё 3
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.
Кто покупает3
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании LAM Research Corp.
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.
- Штаб-квартира
- Fremont, California, United States
- Год основания
- 1980
- Сотрудников
- approximately 23,300 (as of 2026-08-04, high)
- Торгуется на
- NASDAQ
- Конец финансового года
- June (the fiscal year ended 2026-06-28)
Построено по собственной отчётности LAM Research Corp., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.