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 1.4× larger than KLA by market cap; year to date, Lam Research leads (+104.7% vs +90.5%).
Side by side
| KLAC | LRCX | |
|---|---|---|
| Market cap | $303B | $438B |
| Price | $231.52 | $350.33 |
| Today | +0.9% | −0.8% |
| Return YTD | +90.5% | +104.7% |
| Return 1Y | +149.3% | +246.7% |
| P/E | 64.8 | 65.3 |
| P/S | 23.1 | 20.2 |
| P/B | 51.9 | 41.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
KLAKLAC
Dominates the market for process control and inspection — the equipment that finds defects at the nanometer level so chip factories can improve yield.
Full KLAC 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 KLAC and LRCX sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →