Lam ResearchLRCX

NASDAQ · USA · Segment 2 of 8 in the AI & digital infrastructure value chain: Semiconductor equipment & IP

Specialist in etch and deposition equipment — particularly critical for the production of HBM memory and advanced 3D chip stacking.

Semiconductor equipment & IP: The machines and chip IP advanced semiconductor manufacturing cannot do without.

Key metrics

Market cap

$459B

Price

$350.64

Today

−0.7%

Return YTD

+106.3%

Return 1Y

+253.8%

P/E

68.5

P/S

21.2

P/B

43.4

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

Semiconductor equipmentEtch & deposition equipmentHBM process equipment3D stacking

In the value chain

Products & services

Etch equipment
Deposition systems
HBM/TSV process equipment

Competitors

Applied Materials
Tokyo Electron

Risks

Large memory exposure (cyclical)
Export controls

Supply chain

Supplies →

IntelINTC MicronMU

Same segment: Semiconductor equipment & IP

Applied MaterialsAMAT KLAKLAC Cadence Design SystemsCDNS SynopsysSNPS TeradyneTER EntegrisENTG

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