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 1.5× larger than KLA by market cap; year to date, Lam Research leads (+81.2% vs +49.4%).
Side by side
| KLAC | LRCX | |
|---|---|---|
| Market cap | $273B | $408B |
| Price | $183.34 | $314.66 |
| Today | +1.0% | +1.4% |
| Return YTD | +49.4% | +81.2% |
| Return 1Y | +108.6% | +209.9% |
| P/E | 56.6 | 56.2 |
| P/S | 20.1 | 17.6 |
| P/B | 43.0 | 32.7 |
Data as of 2026-08-26 · updates daily after U.S. close
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.
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 →