ASML vs Lam Research
ASML's primary segment is Lithography; Lam Research's is Etch. ASML is larger by market cap ($679.8B vs $401.2B). ASML reports higher tracked revenue ($35.3B vs $23.2B).
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
Side-by-side
| ASML | Lam Research | |
|---|---|---|
| Market cap | $679.8B | $401.2B |
| Revenue | $35.3B (FY2025) | $23.2B (FY2026) |
| Primary segment | Lithography | Etch |
| Market position | monopoly | leader |
| Country | Netherlands | United States |
| Tracked suppliers | 10 | 12 |
| Tracked customers | 11 | 9 |
| Chokepoint / criticality | 100/100 | 83/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How ASML and Lam Research compare
- Size: ASML is the larger company by market cap.
- Revenue: ASML reports higher tracked revenue.
- Supply-chain criticality: ASML has the higher chokepoint score (100/100 vs 83/100).
- Footprint: ASML (Netherlands) vs Lam Research (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “ASML vs Lam Research”, https://wafergraph.com/compare/asml-vs-lam_research (data as of 2026-10-09).
Frequently asked questions3
- Is ASML bigger than Lam Research?
- ASML is larger by market cap ($679.8B vs $401.2B).
- What's the difference between ASML and Lam Research?
- ASML is a monopoly in Lithography based in Netherlands; Lam Research is a leader in Etch based in United States. Both operate in the Equipment (Front End) segment.
- Who are ASML's and Lam Research's suppliers?
- wafergraph tracks 10 suppliers for ASML and 12 for Lam Research — ASML's include Ferrotec, Carl Zeiss SMT, TRUMPF; Lam Research's include Ferrotec, MKS Instruments, Advanced Energy.