Lam Research Corporation (LRCX) Competitors & Peers
The 5 largest companies in the same industry as Lam Research Corporation, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| 8035.T | Competitor | JPY 9,006.00 | P/E 50.5RSI 41Cap 20.39 T |
| ASMLF | Peer | $1,500.84 | P/E 36.9RSI 43Cap 583.5 B |
| ASML | Peer | $1,502.73 | P/E 37.0RSI 34Cap 548.0 B |
| AMAT | Competitor | $369.07 | P/E 31.8RSI 42Cap 293.0 B |
| KLAC | Peer | $151.72 | P/E 38.0RSI 34Cap 179.4 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- SAMSUNGCustomer
Samsung is historically Lam Research's largest customer, representing 17% of revenues in FY2024.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- MKSISupplier
MKS supplies RF generators + gas-delivery subsystems integrated into Lam etch tools.
Model-inferred, unverified — treat as a lead, not evidence - UCTTSupplier
Ultra Clean is Lam's largest subsystems supplier.
Model-inferred, unverified — treat as a lead, not evidence - ICHRSupplier
Ichor supplies gas/liquid delivery subsystems to Lam.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
Lam supplies advanced etch + ALD tools to TSMC.
Model-inferred, unverified — treat as a lead, not evidence - 005930.KSSupplier
Lam supplies cryogenic etch + ALD to Samsung memory + foundry.
Model-inferred, unverified — treat as a lead, not evidence - INTCSupplier
Lam supplies etch + deposition to Intel.
Model-inferred, unverified — treat as a lead, not evidence - 8035.TCompetitor
Lam + TEL overlap in etch + clean.
Model-inferred, unverified — treat as a lead, not evidence - AEISCustomer
Advanced Energy supplies RF power supply systems embedded in Lam Research plasma etching chambers.
Model-inferred, unverified — treat as a lead, not evidence - SKYTSupplier
Lam Research supplies wafer etching and cleaning equipment utilized in SkyWater's cleanroom operations.
Model-inferred, unverified — treat as a lead, not evidence - AMATCompetitor
AMAT + Lam top wafer-fab equipment.
Model-inferred, unverified — treat as a lead, not evidence - 000660.KSSupplier
Lam supplies cryogenic etch + ALD to SK Hynix.
Model-inferred, unverified — treat as a lead, not evidence - MUSupplier
Lam supplies etch + ALD to Micron.
Model-inferred, unverified — treat as a lead, not evidence - GFSSupplier
Lam supplies tools to GF.
Model-inferred, unverified — treat as a lead, not evidence