Cadence Design Systemsvs.Lam Research
CDNS vs LRCX · both in Semiconductor equipment & IP, part of the AI & digital infrastructure value chain: The machines and chip IP advanced semiconductor manufacturing cannot do without.
Lam Research is about 4.1× larger than Cadence Design Systems by market cap; Lam Research trades at the lower P/E (65.3 vs 90.5); year to date, Lam Research leads (+104.7% vs +22.9%).
Side by side
| CDNS | LRCX | |
|---|---|---|
| Market cap | $106B | $438B |
| Price | $384.17 | $350.33 |
| Today | −0.5% | −0.8% |
| Return YTD | +22.9% | +104.7% |
| Return 1Y | +19.1% | +246.7% |
| P/E | 90.5 | 65.3 |
| P/S | 19.2 | 20.2 |
| P/B | 16.1 | 41.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Cadence Design SystemsCDNS
EDA software, chip IP and system design tools; the #2 EDA player alongside Synopsys.
Full CDNS profile →Lam ResearchLRCX
Specialist in etch and deposition equipment — particularly critical for the production of HBM memory and advanced 3D chip stacking.
Full LRCX profile →More comparisons in Semiconductor equipment & IP
See where CDNS and LRCX sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →