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Lam Research Corporation  (NASDAQ: LRCX)

Lam Research's

Competitiveness




 

LRCX Sales vs. its Competitors Q4 2026



Comparing the current results to its competitors, Lam Research reported Revenue increase in the 4 quarter 2026 by 29.98 % year on year.
The sales growth was above Lam Research's competitors' average revenue growth of 24.55 %, achieved in the same quarter.

List of LRCX Competitors

With a net margin of 33.88 % Lam Research achieved higher profitability than its competitors.

More on LRCX Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Lam Research Corporation Net Income in the 4 quarter 2026 grew year on year by 32.39%, slower than its competitors' income growth of 35.13 %

<<  LRCX Stock Performance Comparisons


Lam Research's Comment on Competition and Industry Peers


The company operates in the semiconductor capital equipment market, which is characterized by intense competition and rapid technological advancements. It allocates substantial resources to research and development to sustain its competitive position and address customer requirements. The company emphasizes establishing long-term customer relationships through marketing, sales, and service activities, supported by a global network of service engineers. Its key customers include Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company. Joint ventures, alliances, and licensing agreements involving these customers may influence the company's competitive standing and market opportunities.



  

Overall company Market Share Q4 2026

Due to strong revenue growth of 29.98 % in Overall company Lam Research Corporation improved its market share, to approximately 28.9 %.


<<  More on LRCX Market Share.
 
*Market share is calculated based on total revenue.





Publicly Traded Peers of Lam Research Corporation




Applied Materials Inc
Share Performance



+3.50%
This Quarter



Applied Materials Inc
Profile

Applied Materials Inc operates as a key player in the semiconductor equipment sector, delivering cutting-edge manufacturing solutions that support the production of next-generation electronic devices. Their business model focuses on developing, manufacturing, and maintaining advanced equipment and materials essential for chip fabrication, display technology, and solar energy production, serving a diverse clientele of semiconductor manufacturers globally.

More about Applied Materials Inc's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 375,080.000 mill. $ 30,837.000 mill. $ 9,267.000 mill.


Formfactor inc
Share Performance



+19.67%
Over The Past 5 Days



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

Market Cap. Revenues TTM Net Income TTM
$ 9,089.527 mill. $ 903.426 mill. $ 115.465 mill.


Kulicke And Soffa Industries Inc
Share Performance



+7.36%
Over The Past 5 Days



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

Market Cap. Revenues TTM Net Income TTM
$ 4,476.282 mill. $ 950.213 mill. $ 115.739 mill.


Park Aerospace Corp
Share Performance



-14.55%
30 Days



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

Market Cap. Revenues TTM Net Income TTM
$ 668.257 mill. $ 75.518 mill. $ 12.725 mill.


Tower Semiconductor Ltd
Share Performance



+77.90%
This Year



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

Market Cap. Revenues TTM Net Income TTM
$ 24,601.702 mill. $ 1,566.104 mill. $ 218.814 mill.

16 more competitors available

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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: publicly traded companies.
For your research, we’ve provided 10 tables on Lam Research Corporation versus competitors, including market share analysis.
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