Lam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs.
The etch and deposition leader for memory (NAND, DRAM, HBM) and gate-all-around logic; the equipment name most exposed to the memory capacity cycle that AI has restarted.
38 signals name Lam Research. Members see all of them, filtered by topic, source and date.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
The segment's suppliers, constraints and risers, for members.
Lam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs. The etch and deposition leader for memory (NAND, DRAM, HBM) and gate-all-around logic; the equipment name most exposed to the memory capacity cycle that AI has restarted.
Lam Research ranks 32 of 100 on the AI Infra 100 (November 2026 edition) with a score of 93 out of 100, in Deposition, etch & metrology (Semiconductor equipment, materials & critical inputs). Assessment by Frontier Tech Intelligence.
Applied Materials (rank 11), KLA (rank 17), Lasertec (rank 27), ASM International (rank 41), Aixtron (rank 44), Tokyo Electron (rank 70).
Lam Research is based in Fremont, California, United States.
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