Etch & deposition (memory-strong)
Lam Research
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.
LRCX Updated Jun 20, 2026 1 AI consumers
Money in ▸TSMC●Samsung Electronics●SK hynix◐Micron Technology◐GlobalFoundries◐United Microelectronics (UMC)◐
Lam ResearchFY2025 revenue $18.4B
▸ Money out부품·서브시스템 공급사 (비공개)○정밀 가스·소재 (비공개)○
Financials & Segments
- Total revenue · FY2025 revenue $18.4B
- Customer concentration · Memory-heavy. Key customers Samsung and TSMC (named in 10-K), plus SK hynix and Micron.
- Segments · Systems · Customer Support (CSBG)
Revenue from
- TSMC High confidence
Supplies etch/deposition tools to TSMC's fabs.Confirms EN SEC EDGAR Published Aug 11, 2025: "10-K: Samsung and TSMC are most significant customers." - Samsung Electronics High confidence
Supplies etch/deposition tools to Samsung Electronics's fabs.Confirms EN SEC EDGAR Published Aug 11, 2025: "10-K: Samsung and TSMC are most significant customers." - SK hynix Medium confidence
Supplies etch/deposition tools to SK hynix's fabs.Confirms EN SEC EDGAR Published Aug 11, 2025: "10-K: Samsung and TSMC are most significant customers." - Micron Technology Medium confidence
Supplies etch/deposition tools to Micron Technology's fabs.Confirms EN SEC EDGAR Published Aug 11, 2025: "10-K: Samsung and TSMC are most significant customers." - GlobalFoundries Medium confidence
Supplies wafer-fab tools to GlobalFoundries. - United Microelectronics (UMC) Medium confidence
Supplies wafer-fab tools to UMC.
Pays to
- 부품·서브시스템 공급사 (비공개) Low confidence
Outsources parts and subsystems for etch/deposition tools (undisclosed). - 정밀 가스·소재 (비공개) Low confidence
Buys process gases and specialty materials (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.