Lam Research

As of 2026-10-09, Lam Research has 12 tracked suppliers and 9 tracked customers in this dataset; its largest supplier by market cap is Atlas Copco. The customer list here follows a shared pattern for this segment rather than being individually confirmed for Lam Research — see /methodology.

Sourced from 1 reference — primary source — last verified .

Etch leader, critical to 3D NAND and advanced logic patterning.

Ticker
NASDAQ: LRCX
Headquarters
Fremont
Founded
1980
Revenue
$23.2B (FY2026) · +26.0% YoY
Net income
$7.3B
Operating margin
35.3%
Market position
leader
Value-chain segment
Etch, Deposition, Cleaning
Key products
plasma etch systems, ALD/CVD tools

About Lam Research

Lam Research, headquartered in United States, operates in the Etch and Deposition and Cleaning segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include plasma etch systems, ALD/CVD tools. wafergraph maps 12 tracked suppliers and 9 tracked customers for Lam Research across the value chain. It has a supply-chain criticality score of 83/100, with 243 companies downstream of it.

Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).

Role in the chain

Lam Research is a market leader in Equipment (Front End) (Etch), headquartered in United States. Etch leader, critical to 3D NAND and advanced logic patterning.

Diligence questions

  1. The dataset records 12 tracked suppliers for Lam Research. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Lam Research's tracked suppliers are a monopoly or leader (including Atlas Copco, VAT Group). Which of those are actually single-source for the process step you care about?
  3. The dataset names 9 tracked customers for Lam Research. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Lam Research is positioned as a leader in Equipment (Front End). How replaceable is this vendor on the process step you are buying?
  5. Lam Research is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Lam Research trades as NASDAQ:LRCX. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Lam Research

Key products

  • plasma etch systems
  • ALD/CVD tools

Suppliers

Customers

More Equipment (Front End) companies

Compare with

Applied Materials · NAURA Technology · ASM International · AMEC (Advanced Micro-Fabrication) · Piotech · SCREEN Holdings

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Lam Research — supply chain, financials & market position”, https://wafergraph.com/company/lam_research (data as of 2026-10-09).

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly