Lam Research supply chain risk

As of 2026-10-09, Lam Research depends on 12 tracked suppliers headquartered in 5 countries (5 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Atlas Copco and VAT Group. Lam Research itself carries a supply-chain criticality score of 83/100, with 243 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • Atlas Copco — leader in Subsystems & Components, Sweden criticality 85/100
  • VAT Group — leader in Subsystems & Components, Switzerland criticality 85/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • United States — 5 suppliers (42%)
  • Switzerland — 3 suppliers (25%)
  • Japan — 2 suppliers (17%)
  • Sweden — 1 supplier (8%)
  • Germany — 1 supplier (8%)

All 12 tracked suppliers

Downstream exposure

  • Criticality score: 83/100
  • Companies downstream of Lam Research: 243
  • Tracked market cap downstream (priced companies only): $36.33T across 154 priced companies
Frequently asked questions3
How many suppliers does Lam Research have?
wafergraph tracks 12 key suppliers for Lam Research, across 5 countries.
Which of Lam Research's suppliers are single-source risks?
Atlas Copco and VAT Group hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Lam Research to replace.
What is Lam Research's supply-chain criticality score?
Lam Research scores 83/100 on wafergraph's chokepoint criticality index, with 243 tracked companies downstream.

Cite as: wafergraph, “Lam Research supply chain risk — 12 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/lam_research (data as of 2026-10-09).

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