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Lam ResearchLRCX

Semiconductor equipment & IP · NASDAQ · USA

$320.59
Down 2.7% todayClose

Up 92.5% this year but −15.4% since June 26, behind the AI sector at +7.5%. Lam Research supplies 2 mapped companies.

Market cap
$412B
This year
+92.5%
1 year
+134.8%
P/E
56.8
P/S
17.7
P/B
33.1

Price vs the AI sector

since Jun 26LRCXAI sector, equal weight
Lam Research (LRCX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. LRCX: −15.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8LRCX −15.4%Sector +7.5% Lam Research (LRCX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. LRCX: −15.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8LRCX−15.4%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedIntel (INTC)INTCIntel−5.3%Micron (MU)MUMicron−4.8%LRCXLam Research

Customers 2

Open the full chain →

About Lam Research

Etch and deposition tools, strongest where HBM memory and 3D stacking need them.

Theme exposure

Semiconductor equipmentEtch & deposition equipmentHBM process equipment3D stacking

Products

  • Etch equipment
  • Deposition systems
  • HBM/TSV process equipment

Competitors

Risks

  • Large memory exposure (cyclical)
  • Export controls

Same segment: Semiconductor equipment & IP

The machines and chip IP advanced semiconductor manufacturing cannot do without. Segment 2 of 8 in the AI & digital infrastructure value chain.

Applied MaterialsAMAT−2.1%KLAKLAC−0.1%Cadence Design SystemsCDNS−2.0%SynopsysSNPS−1.0%TeradyneTER−3.2%EntegrisENTG−2.5%

Compare LRCX

Side by side with the largest companies in the same segment.

LRCX vs AMATLRCX vs KLACLRCX vs CDNSLRCX vs SNPSLRCX vs TERLRCX vs ENTG

See where Lam Research sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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