{"city":"Fremont","name":"Lam Research","slug":"lam-research","facts":[{"date":"2026-09-18","type":"revenue_band","value":">500m","source":"www.irobotnews.com — 2026-09-18"},{"date":"2026-08-18","type":"revenue","value":"USD 6720000000","source":"Semiconductor Engineering"},{"date":"2026-07-29","type":"revenue","value":"September revenue guidance","source":"Lam Research 8-K, call"},{"date":"2026-07-29","type":"revenue","value":"USD 6720000000","source":"Lam Research 8-K, call"},{"date":"2025-12-10","type":"product_launch","value":"Fabtex Yield Optimizer for semiconductor yield improvement","source":"EE Times"},{"date":"2025-11-17","type":"partnership","value":"Working with NVIDIA to accelerate plasma reactor simulation for semiconductor manufacturing","source":"NVIDIA blogs"}],"peers":[{"name":"Applied Materials","rank":11,"slug":"applied-materials","score":"98"},{"name":"KLA","rank":17,"slug":"kla","score":"96"},{"name":"Lasertec","rank":27,"slug":"lasertec","score":"94"},{"name":"ASM International","rank":41,"slug":"asm-international","score":"91"},{"name":"Aixtron","rank":44,"slug":"aixtron","score":"90.5"},{"name":"Tokyo Electron","rank":70,"slug":"tokyo-electron","score":"87"}],"stage":null,"state":"California","aliases":["Lam","LRCX"],"country":"United States","domains":[{"why":"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.","list":"AI Infra 100","rank":32,"tier":"member","layer":"Semiconductor equipment, materials & critical inputs","total":93,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Deposition, etch & metrology"}],"founded":null,"signals":[{"date":"2026-10-28","header":"Lam and imec collaborate on 3D integration for advanced packaging and memory","outlet":"Electronics Weekly"},{"date":"2026-10-27","header":"Lam Research is pursuing patent and design disputes against three South Korean semiconductor-parts companies.","outlet":"ZDNet Korea"},{"date":"2026-10-22","header":"U.S. semiconductor stocks sold off sharply on October 22, 2026.","outlet":"Yicai"},{"date":"2026-10-22","header":"PSK won Lam Research’s bevel etcher patent-infringement lawsuit in South Korea.","outlet":"ZDNet Korea"},{"date":"2026-10-09","header":"Seoul Central District Court rules partly in favor of Lam Research in design-right case against BCNC","outlet":"The Elec"},{"date":"2026-10-08","header":"Lam Research shipped its 15,000th semiconductor manufacturing chamber in South Korea.","outlet":"The Elec"}],"website":"lamresearch.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Deposition, etch & metrology","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-10-29T10:01:31.135+00:00","facts_total":16,"positioning":"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.","sub_category":"Deposition, etch & metrology","signals_total":38,"url":"https://www.frontiertechintelligence.com/companies/lam-research","title":"Lam Research · ai core, Fremont, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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. AI Infra 100 rank 32 (score 93) 38 signals and 16 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}