Lam Research vs Lasertec: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Lam Research ranks 32 with 93. Lam Research is ahead on production and progress. Lasertec is ahead on technology and positioning. Level on deployment, commercials, firepower and leverage. Lam Research is based in Fremont, United States, Lasertec in Yokohama, Japan. Lam Research is named in 38 signals and Lasertec in 5.

Lam Research →

Fremont, California, United States · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lamresearch.com

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

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

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.

Latest signals

  • Lam and imec collaborate on 3D integration for advanced packaging and memoryElectronics Weekly
  • Lam Research is pursuing patent and design disputes against three South Korean semiconductor-parts companies.ZDNet Korea
  • U.S. semiconductor stocks sold off sharply on October 22, 2026.Yicai

38 signals name Lam Research.

Facts, with sources

  • >500mwww.irobotnews.com — 2026-09-18
  • USD 6720000000Semiconductor Engineering
  • September revenue guidanceLam Research 8-K, call

16 facts on file.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

More comparisons

Questions this page answers

Lam Research or Lasertec: which is ahead in ai core?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Lam Research ranks 32 with 93. Lam Research is ahead on production and progress. Lasertec is ahead on technology and positioning. Level on deployment, commercials, firepower and leverage. Lam Research is based in Fremont, United States, Lasertec in Yokohama, Japan. Lam Research is named in 38 signals and Lasertec in 5.

How do Lam Research and Lasertec compare?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Lam Research ranks 32 with 93. Lam Research is ahead on production and progress. Lasertec is ahead on technology and positioning. Level on deployment, commercials, firepower and leverage. Lam Research is based in Fremont, United States, Lasertec in Yokohama, Japan. Lam Research is named in 38 signals and Lasertec in 5. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

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