Lam Research's Corporate Customers have recorded an increase in their cost of revenue by 14.8 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 8.6 %. During the corresponding time, Lam Research Corporation recorded a revenue increase by 54.38 % year on year, sequentially revenue grew by 22.27 %. While revenue at the Lam Research Corporation's corporate clients recorded rose by 47.98 % year on year, sequentially revenue grew by 14.29 %.
Lam Research's Customers have recorded an increase in their cost of revenue by 14.8 % in the 1 quarter 2026 year on year, sequentially costs of revenue grew by 8.6 %, for the same period Lam Research Corporation recorded revenue increase by 54.38 % year on year, sequentially revenue grew by 22.27 %.
Lam Research's Comment on Sales, Marketing and Customers
Lam Research is a global supplier of wafer fabrication equipment and services for the semiconductor industry. The company supports customers in manufacturing smaller, higher-performing devices used in electronic products such as mobile phones, personal computers, cloud and enterprise servers, wearables, automotive vehicles, and data storage devices. Its customer base includes leading semiconductor memory manufacturers, foundries, and integrated device manufacturers (IDMs) producing non-volatile memory (NVM), dynamic random-access memory (DRAM), and logic devices. Lam Research focuses on advanced semiconductor fabrication technologies, including deposition, etch, and cleaning processes, to address the increasing complexity and precision requirements driven by demand for high-performance, energy-efficient, and highly integrated semiconductor devices used in artificial intelligence, cloud infrastructure, communications, automotive, industrial, and other intelligent systems.
Lam Research’s Comment on Sales, Marketing and Customers
Lam Research is a global supplier of wafer fabrication equipment and services for the semiconductor industry. The company supports customers in manufacturing smaller, higher-performing devices used in electronic products such as mobile phones, personal computers, cloud and enterprise servers, wearables, automotive vehicles, and data storage devices. Its customer base includes leading semiconductor memory manufacturers, foundries, and integrated device manufacturers (IDMs) producing non-volatile memory (NVM), dynamic random-access memory (DRAM), and logic devices. Lam Research focuses on advanced semiconductor fabrication technologies, including deposition, etch, and cleaning processes, to address the increasing complexity and precision requirements driven by demand for high-performance, energy-efficient, and highly integrated semiconductor devices used in artificial intelligence, cloud infrastructure, communications, automotive, industrial, and other intelligent systems.
Sources:
Lam Research Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Lam Research Corporation’s corporate clients.
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