Lam Research Corporation (LRCX) |
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Lam Research's Comment on Competitors and Industry Peers
The semiconductor capital equipment industry is characterized by rapid change
and is highly competitive throughout the world. To compete effectively, we invest
significant financial resources to continue to strengthen and enhance our product
and services portfolio and to maintain customer service and support locations
globally. Semiconductor manufacturers evaluate capital equipment suppliers in
many areas, including, but not limited to, process performance, productivity,
defect control, customer support, and overall cost of ownership, which can be
affected by many factors such as equipment design, reliability, software advancements,
and similar factors. Our ability to succeed in the marketplace depends upon
our ability to maintain existing products and introduce product enhancements
and new products that meet customer requirements on a timely basis. In addition,
semiconductor manufacturers must make a substantial investment to qualify and
integrate new capital equipment into semiconductor production lines. As a result,
once a semiconductor manufacturer has selected a particular supplier’s
equipment and qualified it for production, the manufacturer generally maintains
that selection for that specific production application and technology node
as long as the supplier’s products demonstrate performance to specification
in the installed base. Accordingly, we may experience difficulty in selling
to a given customer if that customer has qualified a competitor’s equipment.
We must also continue to meet the expectations of our installed base of customers
through the delivery of high-quality and cost-efficient spare parts in the presence
of third-party spare parts provider competition.
We face significant competition with all of our products and services. Our
primary competitors in the etch market are Tokyo Electron, Ltd. and Applied
Materials, Inc. Our primary competitors in the single-wafer wet clean market
are Dainippon Screen Manufacturing Co. Ltd., Semes, and Tokyo Electron, Ltd.
In the tungsten CVD, PECVD, HDP-CVD, ECD and PVD markets, our primary competitor
is Applied Materials, Inc. In the PECVD market, we also compete against ASM
International and Wonik IPS.
Certain of our existing and potential competitors have substantially greater
financial resources and larger engineering, manufacturing, marketing, and customer
service and support organizations than we do. In addition, we face competition
from a number of emerging companies in the industry. We expect our competitors
to continue to improve the design and performance of their current products
and processes and to introduce new products and processes with enhanced price/performance
characteristics. If our competitors make acquisitions or enter into strategic
relationships with leading semiconductor manufacturers, or other entities, covering
products similar to those we sell, our ability to sell our products to those
customers could be adversely affected. There can be no assurance that we will
continue to compete successfully in the future.
Overall company Market Share Q4 2023 |
*Market share is calculated based on total revenue.
Who are Lam Research Corporation's Competitors?
Applied Materials Inc Share Performance
+28.88%
This Quarter
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Applied Materials Inc
Profile
Applied Materials Inc is a global leader in the semiconductor equipment industry, providing manufacturing solutions that enable the production of advanced electronic devices. Their business model revolves around designing, manufacturing, and servicing innovative equipment and materials used in the fabrication of chips, displays, and solar panels, catering to the needs of semiconductor manufacturers worldwide.
More about Applied Materials Inc's Market Share
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Kla Corporation Share Performance
+20.06%
This Quarter
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Kla Corporation
Profile
develops industry-leading equipment and services that enable innovation throughout the electronics industry
More about Kla Corporation's Market Share
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Agilent Technologies inc Share Performance
-0.92%
Over The Past 5 Days
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Agilent Technologies inc
Profile
Agilent Technologies Inc. operates under a business model focused on providing innovative measurement solutions to various industries, including life sciences, diagnostics, and chemical analysis. They generate revenue through the sale of their instruments, software, and consumables, as well as offering services to support these products. Agilent also maintains strong collaborations and partnerships with key players in the industry to further expand their reach and impact.
More about Agilent Technologies inc 's Market Share
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Amkor Technology Inc Share Performance
-1.38%
This Year
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Amkor Technology Inc
Profile
Amkor Technology Inc operates as a semiconductor packaging and test services provider, offering a wide range of advanced packaging solutions for the electronics industry. The company primarily generates revenue by assisting customers in the design, manufacturing, and testing of integrated circuits, enabling them to deliver products to market quickly and efficiently.
More about Amkor Technology Inc 's Market Share
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Asml Holding Nv Share Performance
+0.04%
Over The Past 5 Days
|
Asml Holding Nv
Profile
Asml Holding Nv is a semiconductor equipment manufacturer that provides lithography systems to its customers. Their business model revolves around designing, manufacturing, and servicing advanced machines used in the production of integrated circuits. They generate revenue by selling these high-tech systems to semiconductor manufacturers worldwide, enabling them to produce smaller, faster, and more powerful chips.
More about Asml Holding Nv's Market Share
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Ase Technology Holding Co Ltd Share Performance
+45.24%
One Year
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Ase Technology Holding Co Ltd
Profile
Ase Technology Holding Co Ltd is a semiconductor manufacturing and testing company based in Taiwan. Their business model revolves around providing advanced packaging and testing solutions for semiconductor devices. They collaborate with various global customers to develop and produce integrated circuit packaging solutions, aiming to meet the diverse needs of the electronics industry.
More about Ase Technology Holding Co Ltd 's Market Share
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Atomera Incorporated Share Performance
-8.62%
30 Days
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Atomera Incorporated
Profile
Atomera Incorporated's business model revolves around developing and licensing innovative semiconductor technologies that enhance the performance and efficiency of integrated circuits used in electronic devices. They generate revenue through the licensing of their technology to semiconductor companies, enabling them to improve their product offerings and gain a competitive advantage in the market.
More about Atomera Incorporated's Market Share
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Camtek Ltd Share Performance
+232.19%
One Year
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Camtek Ltd
Profile
is a developer and manufacturer of high-end inspection and metrology equipment for the semiconductor industry
More about Camtek Ltd 's Market Share
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Esco Technologies inc Share Performance
-10.27%
This Year
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Esco Technologies inc
Profile
Esco Technologies Inc's business model revolves around providing products and solutions for electric, gas, and water utility customers. They focus on delivering innovative technologies and services to enhance the efficiency and reliability of infrastructure systems in these industries.
More about Esco Technologies inc 's Market Share
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Formfactor inc Share Performance
+47.99%
One Year
|
Formfactor inc
Profile
Formfactor Inc's business model involves designing, manufacturing, and selling advanced semiconductor wafer probe cards and probe stations, which are essential tools in the semiconductor testing process. Their products enable semiconductor manufacturers to test and validate their integrated circuit designs, ensuring high-quality and reliable performance.
More about Formfactor inc 's Market Share
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Globalfoundries Inc Share Performance
-12.43%
This Year
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Globalfoundries Inc
Profile
Globalfoundries Inc is a semiconductor manufacturing company that produces integrated circuits for various industries.
More about Globalfoundries Inc 's Market Share
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Kulicke And Soffa Industries Inc Share Performance
-5.94%
One Year
|
Kulicke And Soffa Industries Inc
Profile
Kulicke and Soffa Industries Inc operates under a business model focused on manufacturing and selling semiconductor packaging and electronic assembly equipment to various industries.
More about Kulicke And Soffa Industries Inc 's Market Share
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Onto Innovation Inc Share Performance
+24.83%
This Year
|
Onto Innovation Inc
Profile
Onto Innovation Inc's business model involves providing advanced process control solutions for semiconductor manufacturing.
More about Onto Innovation Inc 's Market Share
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Park Aerospace Corp Share Performance
+10.80%
30 Days
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Park Aerospace Corp
Profile
Park Aerospace Corp operates as a high-tech manufacturer and supplier of advanced materials for the aerospace industry. Their business model is centered around producing and supplying innovative composite materials, advanced adhesives, and other aircraft parts to major aerospace companies worldwide.
More about Park Aerospace Corp 's Market Share
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Skywater Technology Inc Share Performance
+2.52%
Over The Past 5 Days
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Skywater Technology Inc
Profile
Skywater Technology Inc's business model focuses on semiconductor manufacturing and foundry services for a wide range of industries.
More about Skywater Technology Inc 's Market Share
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Tower Semiconductor Ltd Share Performance
-2.59%
30 Days
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Tower Semiconductor Ltd
Profile
Tower Semiconductor Ltd is a leading global specialty foundry company that provides advanced technology and manufacturing solutions for integrated circuits (ICs) in sectors such as consumer electronics, automotive, medical, and more. The company operates on a fabless business model, partnering with customers to develop and manufacture their ICs on Tower's advanced semiconductor manufacturing platform.
More about Tower Semiconductor Ltd 's Market Share
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Taiwan Semiconductor Manufacturing Company Limited Share Performance
-1.98%
Over The Past 5 Days
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Taiwan Semiconductor Manufacturing Company Limited
Profile
Taiwan Semiconductor Manufacturing Company Limited has a foundry business model, focusing on the design and manufacturing of semiconductors for fabless companies. They operate as a pure-play foundry, supplying integrated circuit (IC) wafer production services to customers worldwide. TSMC offers advanced and specialty process technologies, while their clients provide the designs for the chips they manufacture.
More about Taiwan Semiconductor Manufacturing Company Limited's Market Share
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