Lam Research — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
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1 supplier5 customers7 competitors3 source filings
Featured in supply-chain maps: Semiconductor Equipment & Materials
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Supplies to →
Micron
Filed 2026-08-07 · 14 days ago
“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Supplies to →
Samsung
Filed 2026-08-07 · 14 days ago
“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Supplies to →
SK Hynix
Filed 2026-08-07 · 14 days ago
“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Supplies to →
TSMC
Filed 2026-08-07 · 14 days ago
“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Supplies to →
ASE
Filed 2026-04-01 · 142 days ago
“We purchase our packaging equipment from major international manufacturers, including All Ring Tech Co., Ltd., Marketech lnternational Corp., Grand Process Technology Corporation, Tokyo Electron Limited, and Lam Research Corporation.”— ASX 20-F, filed 2026-04-01 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
Celestica
Filed 2026-02-27 · 175 days ago
“Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”— CLS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competitors
Competes with ↔
Applied Materials
Filed 2026-08-07 · 14 days ago
“Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
ASM International
Filed 2026-08-07 · 14 days ago
“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
Wonik IPS
Filed 2026-08-07 · 14 days ago
“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
Hitachi
Filed 2026-08-07 · 14 days ago
“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
Tokyo Electron
Filed 2026-08-07 · 14 days ago
“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
Screen
Filed 2026-08-07 · 14 days ago
“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Competes with ↔
Semes
Filed 2026-08-07 · 14 days ago
“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Filed activity
Filings by Lam Research itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
2026-07-29Earnings releaseLam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026
FREMONT, Calif., July 29, 2026 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended June 28, 2026 (the “June 2026 quarter”). Highlights for the June 2026 quarter were as follows: • Revenue of $6.72 billion. • U.S. GAAP gross margin as a percent of revenue of 51.7%, U.S.Show more from the filing
GAAP operating margin as a percent of revenue of 37.4%, and U.S. GAAP diluted EPS of $1.81. • Non-GAAP gross margin as a percent of revenue of 52.0%, non-GAAP operating margin as a percent of revenue of 38.4%, and non-GAAP diluted EPS of $1.82. Key Financial Data for the Quarters Ended June 28, 2026 and March 29, 2026 (in thousands, except per-share data, percentages, and basis points) U.S. GAAP June 2026 March 2026 Change Q/Q Revenue $ 6,722,238 $ 5,841,488 +15.1% Gross margin 51.7 % 49.8 % + 190 bps Operating margin 37.4 % 35.0 % + 240 bps Diluted EPS $ 1.81 $ 1.45 +24.8% Non-GAAP June 2026 March 2026 Change Q/Q Revenue $ 6,722,238 $ 5,841,488 +15.1% Gross margin 52.0 % 49.9 % + 210 bps Operating margin 38.4 % 35.0 % + 340 bps Diluted EPS $ 1.82 $ 1.47 +23.8% U.S.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-04-22Earnings releaseLam Research Corporation Reports Financial Results for the Quarter Ended March 29, 2026
FREMONT, Calif., April 22, 2026 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended March 29, 2026 (the “March 2026 quarter”). Highlights for the March 2026 quarter were as follows: • Revenue of $5.84 billion. • U.S. GAAP gross margin as a percent of revenue of 49.8%, U.S.Show more from the filing
GAAP operating margin as a percent of revenue of 35.0%, and U.S. GAAP diluted EPS of $1.45. • Non-GAAP gross margin as a percent of revenue of 49.9%, non-GAAP operating margin as a percent of revenue of 35.0%, and non-GAAP diluted EPS of $1.47. Key Financial Data for the Quarters Ended March 29, 2026 and December 28, 2025 (in thousands, except per-share data, percentages, and basis points) U.S. GAAP March 2026 December 2025 Change Q/Q Revenue $ 5,841,488 $ 5,344,791 +9% Gross margin 49.8 % 49.6 % + 20 bps Operating margin 35.0 % 33.9 % + 110 bps Diluted EPS $ 1.45 $ 1.26 + 15% Non-GAAP March 2026 December 2025 Change Q/Q Revenue $ 5,841,488 $ 5,344,791 +9% Gross margin 49.9 % 49.7 % + 20 bps Operating margin 35.0 % 34.3 % + 70 bps Diluted EPS $ 1.47 $ 1.27 + 16% U.S.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-01-28Earnings releaseLam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
FREMONT, Calif., January 28, 2026 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the “December 2025 quarter”). Highlights for the December 2025 quarter were as follows: • Revenue of $5.34 billion. • U.S. GAAP gross margin of 49.6%, U.S. GAAP operating income as a percentage of revenue of 33.9%, and U.S.Show more from the filing
GAAP diluted EPS of $1.26. • Non-GAAP gross margin of 49.7%, non-GAAP operating income as a percentage of revenue of 34.3%, and non-GAAP diluted EPS of $1.27. Key Financial Data for the Quarters Ended December 28, 2025 and September 28, 2025 (in thousands, except per-share data, percentages, and basis points) U.S. GAAP December 2025 September 2025 Change Q/Q Revenue $ 5,344,791 $ 5,324,173 — Gross margin as percentage of revenue 49.6 % 50.4 % - 80 bps Operating income as percentage of revenue 33.9 % 34.4 % - 50 bps Diluted EPS $ 1.26 $ 1.24 + 2% Non-GAAP December 2025 September 2025 Change Q/Q Revenue $ 5,344,791 $ 5,324,173 — Gross margin as percentage of revenue 49.7 % 50.6 % - 90 bps Operating income as percentage of revenue 34.3 % 35.0 % - 70 bps Diluted EPS $ 1.27 $ 1.26 + 1% U.S.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-10-22Earnings releaseLam Research Corporation Reports Financial Results for the Quarter Ended September 28, 2025
FREMONT, Calif., October 22, 2025 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 28, 2025 (the “September 2025 quarter”). Highlights for the September 2025 quarter were as follows: • Revenue of $5.32 billion. • U.S. GAAP gross margin of 50.4%, U.S.Show more from the filing
GAAP operating income as a percentage of revenue of 34.4%, and U.S. GAAP diluted EPS of $1.24. • Non-GAAP gross margin of 50.6%, non-GAAP operating income as a percentage of revenue of 35.0%, and non-GAAP diluted EPS of $1.26. Key Financial Data for the Quarters Ended September 28, 2025 and June 29, 2025 (in thousands, except per-share data, percentages, and basis points) U.S. GAAP September 2025 June 2025 Change Q/Q Revenue $ 5,324,173 $ 5,171,393 + 3% Gross margin as percentage of revenue 50.4 % 50.1 % + 30 bps Operating income as percentage of revenue 34.4 % 33.7 % + 70 bps Diluted EPS $ 1.24 $ 1.35 - 8% Non-GAAP September 2025 June 2025 Change Q/Q Revenue $ 5,324,173 $ 5,171,393 + 3% Gross margin as percentage of revenue 50.6 % 50.3 % + 30 bps Operating income as percentage of revenue 35.0 % 34.4 % + 60 bps Diluted EPS $ 1.26 $ 1.33 - 5% U.S.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-07-30Earnings releaseLam Research Corporation Reports Financial Results for the Quarter Ended June 29, 2025
FREMONT, Calif., July 30, 2025 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended June 29, 2025 (the “June 2025 quarter”). Highlights for the June 2025 quarter were as follows: • Revenue of $5.17 billion. • U.S. GAAP gross margin of 50.1%, U.S. GAAP operating income as a percentage of revenue of 33.7%, and U.S.Show more from the filing
GAAP diluted EPS of $1.35. • Non-GAAP gross margin of 50.3%, non-GAAP operating income as a percentage of revenue of 34.4%, and non-GAAP diluted EPS of $1.33. Key Financial Data for the Quarters Ended June 29, 2025 and March 30, 2025 (in thousands, except per-share data, percentages, and basis points) U.S. GAAP June 2025 March 2025 Change Q/Q Revenue $ 5,171,393 $ 4,720,175 +9.6% Gross margin as percentage of revenue 50.1 % 49.0 % + 110 bps Operating income as percentage of revenue 33.7 % 33.1 % + 60 bps Diluted EPS $ 1.35 $ 1.03 +31.1% Non-GAAP June 2025 March 2025 Change Q/Q Revenue $ 5,171,393 $ 4,720,175 +9.6% Gross margin as percentage of revenue 50.3 % 49.0 % + 130 bps Operating income as percentage of revenue 34.4 % 32.8 % + 160 bps Diluted EPS $ 1.33 $ 1.04 +27.9% U.S.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗