KLAvs.Lam Research
KLAC 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 1.6× larger than KLA by market cap; year to date, Lam Research leads (+87.3% vs +61.9%).
Side by side
| KLAC | LRCX | |
|---|---|---|
| Market cap | $255B | $401B |
| Price | $195.57 | $318.84 |
| Today | −0.6% | −0.5% |
| Return YTD | +61.9% | +87.3% |
| Return 1Y | +85.1% | +124.9% |
| Since June 26, 2026 | −21.3% | −15.9% |
| P/E | 52.8 | 55.2 |
| P/S | 18.8 | 17.3 |
| P/B | 40.2 | 32.2 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
KLAKLAC
Finding a defect a few nanometres across is its own industry, and KLA dominates it. Its inspection systems and yield software show a fab what is going wrong.
Full KLAC profile →Lam ResearchLRCX
Etch and deposition tools, strongest where HBM memory and 3D stacking need them.
Full LRCX profile →More KLAC & LRCX comparisons
Other head-to-heads in the Semiconductor equipment & IP segment.