ASML vs Lam Research
ASML is larger by market cap ($691.1B vs $389.7B). ASML reports higher tracked revenue ($35.3B vs $23.2B). ASML's primary segment is Lithography; Lam Research's is Etch.
Shared segment: Equipment (Front End).
Side-by-side
| ASML | Lam Research | |
|---|---|---|
| Market cap | $691.1B | $389.7B |
| 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 2026-08-12. 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).