Lam Research — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
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1 家供應商5 家客戶7 家競爭對手3 份來源申報文件
收錄於供應鏈主題地圖：半導體設備與材料
客戶（其供應的公司）
供應給 →
Micron
申報於 2026-08-07 · 24 天前
“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，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 Micron 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）
供應給 →
Samsung
申報於 2026-08-07 · 24 天前
“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，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 Samsung 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）
供應給 →
SK Hynix
申報於 2026-08-07 · 24 天前
“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，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 SK Hynix 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）
供應給 →
TSMC
申報於 2026-08-07 · 24 天前
“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，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 TSMC 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）
供應給 →
ASE
申報於 2026-04-01 · 152 天前
“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，申報於 2026-04-01 EDGAR · 查看原始申報文件 ↗ASE 向 Lam Research 等國際大廠採購封裝設備。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Celestica
申報於 2026-02-27 · 185 天前
“Our ATS segment customers include Applied Materials, Inc., LAM Research and Honeywell Inc.”— CLS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Celestica 將 Lam Research 列為 ATS 部門之客戶。（以原文為準）
競爭對手
相互競爭 ↔
Applied Materials
申報於 2026-08-07 · 24 天前
“Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 在介電質與金屬沉積市場的主要競爭對手是 Applied Materials。（以原文為準）
相互競爭 ↔
ASM International
申報於 2026-08-07 · 24 天前
“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 在 ALD 和 PECVD 領域也與 ASM International 競爭。（以原文為準）
相互競爭 ↔
Wonik IPS
申報於 2026-08-07 · 24 天前
“For ALD and PECVD, we also compete against ASM International and Wonik IPS.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Wonik IPS 是 Lam Research 在 ALD 和 PECVD 領域的競爭對手。（以原文為準）
相互競爭 ↔
Hitachi
申報於 2026-08-07 · 24 天前
“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗在蝕刻市場，Lam Research 的主要競爭對手包括 Hitachi。（以原文為準）
相互競爭 ↔
Tokyo Electron
申報於 2026-08-07 · 24 天前
“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 Tokyo Electron 列為其蝕刻市場的主要競爭對手之一。（以原文為準）
相互競爭 ↔
Screen
申報於 2026-08-07 · 24 天前
“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 在濕式清洗市場的主要競爭對手包括 Screen 等公司。（以原文為準）
相互競爭 ↔
Semes
申報於 2026-08-07 · 24 天前
“our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”— LRCX 10-K，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 在濕式清洗市場的主要競爭者包括 Semes。（以原文為準）
公司公告
Lam Research 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
2026-07-29財報發布Lam 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-04-22財報發布Lam 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-01-28財報發布Lam 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-10-22財報發布Lam 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-07-30財報發布Lam 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.（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗