{"slug":"lam-research","name":"램리서치","name_en":"Lam Research","ticker":"LRCX","updated_at":"2026-06-20T16:08:49.79298+00:00","canonical":"https://valuechain.wiki/lam-research","kicker":"식각·증착 장비 (메모리 강세)","kicker_en":"Etch & deposition (memory-strong)","lead":"식각·증착 장비 강자로 특히 메모리(3D 낸드·DRAM)에 강하다. FY2025(2025년 6월 종료) 매출 $18.4B. 삼성·SK하이닉스·마이크론·TSMC가 핵심 고객이며, AI 메모리 투자 확대가 수요를 견인한다.","lead_en":"A leader in etch and deposition, especially for memory (3D NAND, DRAM). FY2025 (ended June 2025) revenue $18.4B. Samsung, SK hynix, Micron and TSMC are its key customers; expanding AI-memory investment drives demand.","segments":{"fy":2025,"parts":[{"desc":"식각·증착 장비","name":"시스템"},{"desc":"부품·서비스·리퍼브","name":"고객지원(CSBG)"}],"total":"FY2025 매출 $18.4B","source":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","concentration":"메모리 비중 높음. 핵심 고객 삼성·TSMC(10-K 명시), SK하이닉스·마이크론."},"segments_en":{"parts":[{"desc":"Etch and deposition tools","name":"Systems"},{"desc":"Parts, service, refurb","name":"Customer Support (CSBG)"}],"total":"FY2025 revenue $18.4B","concentration":"Memory-heavy. Key customers Samsung and TSMC (named in 10-K), plus SK hynix and Micron."},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"식각·증착 장비를 TSMC fab에 공급.","note_en":"Supplies etch/deposition tools to TSMC's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"메모리 투자 확대가 램 수요 견인.","excerpt_en":"Memory capex drives Lam demand."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 삼성·TSMC가 주요 고객.","excerpt_en":"10-K: Samsung and TSMC are most significant customers."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"식각·증착 장비를 Samsung Electronics fab에 공급.","note_en":"Supplies etch/deposition tools to Samsung Electronics's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"메모리 투자 확대가 램 수요 견인.","excerpt_en":"Memory capex drives Lam demand."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 삼성·TSMC가 주요 고객.","excerpt_en":"10-K: Samsung and TSMC are most significant customers."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":null,"note":"식각·증착 장비를 SK hynix fab에 공급.","note_en":"Supplies etch/deposition tools to SK hynix's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"메모리 투자 확대가 램 수요 견인.","excerpt_en":"Memory capex drives Lam demand."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 삼성·TSMC가 주요 고객.","excerpt_en":"10-K: Samsung and TSMC are most significant customers."}]},{"direction":"revenue","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"mid","metric":null,"note":"식각·증착 장비를 Micron Technology fab에 공급.","note_en":"Supplies etch/deposition tools to Micron Technology's fabs.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"메모리 투자 확대가 램 수요 견인.","excerpt_en":"Memory capex drives Lam demand."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 삼성·TSMC가 주요 고객.","excerpt_en":"10-K: Samsung and TSMC are most significant customers."}]},{"direction":"revenue","counterparty":"글로벌파운드리","counterparty_slug":"globalfoundries","confidence":"mid","metric":null,"note":"글로벌파운드리 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to GlobalFoundries.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/0001709048/000170904826000022/gfs-20251231.htm","title":"GlobalFoundries FY2025 Form 20-F","title_en":"GlobalFoundries FY2025 Form 20-F","excerpt":"글로벌파운드리가 장비를 매입하는 주요 공급사.","excerpt_en":"A key equipment supplier to GlobalFoundries."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":null,"note":"UMC 성숙·특화 fab에 전공정 장비 공급.","note_en":"Supplies wafer-fab tools to UMC.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/0001033767/000119312526025557/umc-ex99_1.htm","title":"UMC FY2025 실적 (6-K)","title_en":"UMC FY2025 results (6-K)","excerpt":"UMC가 장비를 매입하는 주요 고객.","excerpt_en":"UMC is a customer buying its equipment."}]},{"direction":"cost","counterparty":"부품·서브시스템 공급사 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"식각·증착 장비용 부품·서브시스템 외주(비공개).","note_en":"Outsources parts and subsystems for etch/deposition tools (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 다수 공급사 의존.","excerpt_en":"10-K: relies on many suppliers."}]},{"direction":"cost","counterparty":"정밀 가스·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"공정 가스·특수 소재 매입(비공개).","note_en":"Buys process gases and specialty materials (undisclosed).","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-11","url":"https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm","title":"Lam Research FY2025 Form 10-K","title_en":"Lam Research FY2025 Form 10-K","excerpt":"10-K: 특수 소재 의존.","excerpt_en":"10-K: depends on specialty materials."}]}]}