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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 Limited2026年11月13日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Semiconductor manufacturing systems64%
- Customer support and other36%
各项收入占比是对quarter ended 2026-03-31的估算，并非来自已提交报告的数字。
竞争对手
- AMATApplied MaterialsC
- 规模
- US$294B
- 利润率
- 32.7%
- ASMIYASM International
- 240810Wonik IPS
- HTHIYHitachiB
- 利润率
- 2.6%
- TOELYTokyo Electron
- SCRNYSCREEN Holdings
卖什么6
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.
再显示 3 项
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.
谁在买3
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Fremont, California, United States
- 成立于
- 1980
- 员工人数
- approximately 23,300 (as of 2026-08-04, high)
- 上市于
- NASDAQ
- 财年结束
- June (the fiscal year ended 2026-06-28)
基于 LAM Research Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。