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Lam Research Corporation  (LRCX)
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Lam Research's Customers Performance

LRCX

 
LRCX's Source of Revenues Lam Research's Customers have recorded an increase in their cost of revenue by 12.38 % in the 2 quarter 2022 year on year, sequentially costs of revenue were trimmed by -97.95 %, for the same period Lam Research Corporation recorded revenue increase by 11.83 % year on year, sequentially revenue grew by 14.16 %.

List of LRCX Customers




Lam Research's Customers have recorded an increase in their cost of revenue by 12.38 % in the 2 quarter 2022 year on year, sequentially costs of revenue were trimmed by -97.95 %, for the same period Lam Research Corporation recorded revenue increase by 11.83 % year on year, sequentially revenue grew by 14.16 %.

List of LRCX Customers


   
Customers Net Income fell in Q2 by Customers Net margin fell to %
-17.85 % 13.1 %



Lam Research's Customers, Q2 2022 Revenue Growth By Industry
Customers in Chemical Manufacturing Industry      229.86 %
Customers in Miscellaneous Fabricated Products Industry      12.6 %
Customers in Aerospace & Defense Industry -4.44 %   
Customers in Miscellaneous Manufacturing Industry      7.1 %
Customers in Industrial Machinery and Components Industry      27.74 %
Customers in Electric & Wiring Equipment Industry      11.61 %
Customers in Laboratory Analytical Instruments Industry      8.32 %
Customers in Broadcasting Media & Cable TV Industry -6.17 %   
Customers in Communications Services Industry      78.84 %
Customers in Communications Equipment Industry      13.59 %
Customers in Computer Networks Industry      0.51 %
Customers in Electronic Instruments & Controls Industry      15.42 %
Customers in Semiconductors Industry      13.83 %
Customers in Software & Programming Industry      41.72 %
     
• Customers Valuation • Segment Rev. Growth • Segment Inc. Growth • Customers Mgmt. Effect.


Lam Research's Comment on Sales, Marketing and Customers



Our marketing, sales, and service efforts are focused on building long-term relationships with our customers and targeting product and service solutions designed to meet their needs. These efforts are supported by a team of product marketing and sales professionals as well as equipment and process engineers who work closely with individual customers to develop solutions for their wafer processing needs. We maintain ongoing service relationships with our customers and have an extensive network of service engineers in place throughout the United States, Europe, Taiwan, Korea, Japan, and Asia Pacific. We believe that comprehensive support programs and close working relationships with customers are essential to maintaining high customer satisfaction and our competitiveness in the marketplace.

We provide standard warranties for our systems. The warranty provides that systems shall be free from defects in material and workmanship and conform to agreed-upon specifications. The warranty is limited to repair of the defect or replacement with new or like-new equivalent goods and is valid when the buyer provides prompt notification within the warranty period of the claimed defect or non-conformity and also makes the items available for inspection and repair. We also offer extended warranty packages to our customers to purchase as desired.

Our customers include all of the world’s leading semiconductor manufacturers. Customers continue to establish joint ventures, alliances and licensing arrangements which have the potential to positively or negatively impact our competitive position and market opportunities. Three customers, Samsung Electronics Company, Ltd., SK Hynix Inc., and Taiwan Semiconductor Manufacturing Company, Ltd., each individually represented greater than 10% of total revenues.

A material reduction in orders from our customers could adversely affect our results of operations and projected financial condition. Our business depends upon the expenditures of semiconductor manufacturers.

Semiconductor manufacturers’ businesses, in turn, depend on many factors, including their economic capability, the current and anticipated market demand for integrated circuits and the availability of equipment capacity to support that demand.


Lam Research's Comment on Sales, Marketing and Customers


Our marketing, sales, and service efforts are focused on building long-term relationships with our customers and targeting product and service solutions designed to meet their needs. These efforts are supported by a team of product marketing and sales professionals as well as equipment and process engineers who work closely with individual customers to develop solutions for their wafer processing needs. We maintain ongoing service relationships with our customers and have an extensive network of service engineers in place throughout the United States, Europe, Taiwan, Korea, Japan, and Asia Pacific. We believe that comprehensive support programs and close working relationships with customers are essential to maintaining high customer satisfaction and our competitiveness in the marketplace.

We provide standard warranties for our systems. The warranty provides that systems shall be free from defects in material and workmanship and conform to agreed-upon specifications. The warranty is limited to repair of the defect or replacement with new or like-new equivalent goods and is valid when the buyer provides prompt notification within the warranty period of the claimed defect or non-conformity and also makes the items available for inspection and repair. We also offer extended warranty packages to our customers to purchase as desired.

Our customers include all of the world’s leading semiconductor manufacturers. Customers continue to establish joint ventures, alliances and licensing arrangements which have the potential to positively or negatively impact our competitive position and market opportunities. Three customers, Samsung Electronics Company, Ltd., SK Hynix Inc., and Taiwan Semiconductor Manufacturing Company, Ltd., each individually represented greater than 10% of total revenues.

A material reduction in orders from our customers could adversely affect our results of operations and projected financial condition. Our business depends upon the expenditures of semiconductor manufacturers.

Semiconductor manufacturers’ businesses, in turn, depend on many factors, including their economic capability, the current and anticipated market demand for integrated circuits and the availability of equipment capacity to support that demand.








LRCX's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Lam Research Corporation 52,231.68 17,227.04 4,605.29 11,850
Ase Technology Holding Co Ltd 23,409.36 20,547.84 2,244.05 0
Applied Micro Circuits Corp 0.00 0.00 0.00 507
Broadcom Corp 0.00 0.00 0.00 8,000
Agilent Technologies inc. 36,567.70 6,659.00 1,328.00 16,342
Micron Technology Inc. 54,794.48 32,389.00 9,915.00 40,000
Linear Technology Corp 0.00 1,316.76 425.53 4,868
Maxim Integrated Products Inc 28,030.46 2,632.53 827.26 7,115
Intel Corporation 110,577.00 73,394.00 19,105.00 110,600
Analog Devices Inc. 73,303.85 11,105.81 1,888.02 15,900
Texas Instruments Incorporated 149,227.80 19,592.00 8,577.00 30,000
Qlogic Corp 0.00 462.10 58.15 927
Pmc Sierra Inc 0.00 889.95 -32.25 1,442
Motorola Solutions inc. 38,601.18 8,459.00 1,208.00 18,000
Convergys Corp. 2,397.06 2,738.70 113.30 0
Qualcomm Inc 135,785.16 42,141.00 12,862.00 41,000
Ciena Corp 5,971.88 3,703.14 198.76 5,161
Avaya Inc 0.00 5,184.00 -491.00 0
Nvidia Corp 307,656.48 19,499.00 2,320.00 13,775
Xilinx Inc 49,114.19 3,676.42 928.83 4,891
Advanced Micro Devices Inc 108,201.60 27,574.00 3,130.00 12,600
Corning Inc 25,526.93 14,586.00 2,023.00 50,110
Cisco Systems Inc. 169,975.52 51,557.00 11,812.00 77,500
Jabil Inc 8,050.59 31,857.28 855.62 161,000
Danaher Corporation 193,369.28 30,816.00 6,351.00 60,000
Itt Inc. 5,554.44 2,834.50 345.40 9,400
Rockwell Collins Inc 23,426.74 8,665.00 1,032.00 19,500
Raytheon Company 32,665.15 29,176.00 3,329.00 61,000
Lockheed Martin Corporation 108,589.53 64,167.00 4,705.00 114,000
Boeing Co 76,874.31 60,743.00 -5,378.00 141,000
Jx Luxventure Ltd 3.60 59.00 -37.22 48,000
Flir Systems Inc 7,603.05 1,940.08 235.97 4,265
Amphenol Corporation 42,319.31 11,934.00 1,803.40 80,000
Te Connectivity ltd. 36,731.88 15,740.00 2,514.00 82,000
Microchip Technology Incorporated 34,509.79 7,215.10 1,539.90 18,000
Juniper Networks Inc. 8,520.76 4,926.50 390.90 9,817
Sai.tech Global Corporation 8.74 0.00 -2.55 0
Science applications International corporation 4,988.15 7,229.00 217.00 13,000
Leidos Holdings Inc. 12,185.13 14,065.00 733.00 34,000
Aerovironment Inc. 2,198.90 453.24 1.34 663
Orbit International Corp 0.00 0.00 0.00 122
Preformed Line Products Company 357.31 568.52 45.68 2,744
Optical Cable Corp 24.69 64.91 -1.54 342
General Cable Corp 1,612.50 3,939.50 -71.30 12,000
Belden Inc. 2,661.39 2,546.67 86.09 8,200
Commscope Holding Company Inc. 2,078.08 8,858.20 -412.10 20,000
Kaman Corporation 805.01 673.80 31.93 5,258
Arotech Corp 79.51 91.25 -0.63 523
Amtech Systems Inc. 129.60 100.21 13.85 503
Avid Technology Inc. 995.13 419.03 47.95 1,522
Axcelis Technologies Inc 1,924.45 807.15 149.07 774
Acacia Communications Inc 4,970.90 547.97 68.80 354
Esco Technologies inc. 1,954.60 809.34 69.87 3,254
Electronic Systems Technology Inc 0.00 1.52 -0.08 11
Houston Wire and Cable Co 88.70 269.51 -12.97 352
Microwave Filter Co Inc 1.91 3.76 0.13 37
Richardson Electronics Ltd. 191.04 224.62 17.93 373
Adtran Holdings Inc. 902.04 618.80 -13.60 2,060
Sci Engineered Materials inc. 15.22 20.29 1.95 18
Encore Wire Corp 2,230.71 2,965.48 689.25 1,253
Cleartronic Inc 16.49 1.84 0.42 8
Twilio Inc. 12,423.36 3,401.64 -1,059.90 996
Amkor Technology Inc. 4,196.74 6,507.33 695.83 29,300
Alpha And Omega Semiconductor Limited 878.97 777.55 453.18 3,340
Ambarella Inc. 2,205.22 243.16 -59.79 706
Atomera Incorporated 236.70 0.52 -16.91 16
Broadcom Inc. 201,532.40 31,680.00 10,125.00 21,000
Cavium, Inc. 6,005.92 985.20 -60.32 1,895
Cirrus Logic Inc. 4,365.36 1,689.30 251.69 1,596
Cts Corporation 1,324.86 547.59 -21.89 322
Cypress Semiconductor Corporation 9,806.84 2,205.31 40.41 6,099
Diodes Inc 2,898.98 1,934.69 294.03 8,586
Dsp Group Inc 530.62 138.10 -3.13 328
Emagin Corporation 45.22 27.51 0.87 100
Formfactor inc. 2,074.51 796.04 106.51 1,685
Gsi Technology Inc 63.76 33.50 -16.14 157
Integrated Device Technology Inc 6,434.54 842.76 -12.14 1,821
Intermolecular Inc 59.46 25.45 -10.88 105
Adesto Technologies Corporation 383.24 110.07 -30.81 102
Inphi Corp 9,074.97 682.95 -59.74 616
Kimball Electronics Inc 442.26 1,305.16 35.76 5,700
Kulicke And Soffa Industries Inc. 2,388.01 1,702.63 502.35 2,778
Kyocera Corp 20,232.61 13,536.56 1,044.69 75,940
Semileds Corp 10.25 6.80 -3.43 187
Lattice Semiconductor Corp 6,810.86 585.59 135.88 834
Mellanox Technologies ltd 7,198.53 1,330.58 205.10 2,448
Peraso Inc. 38.08 10.86 -22.13 0
Monolithic Power Systems Inc 17,925.69 1,498.74 335.69 2,002
Everspin Technologies Inc. 125.41 62.07 8.15 90
Mrv Communications Inc 67.69 80.75 -8.86 235
Marvell Technology Inc 37,138.49 4,106.68 -422.90 3,749
Microsemi Corp 8,221.30 1,894.30 175.80 2,100
Macom Technology Solutions Holdings Inc. 3,732.78 652.24 217.75 1,800
Magnachip Semiconductor Corporation 470.97 446.35 16.76 2,520
Maxlinear Inc. 2,644.39 963.05 70.13 753
Netlist Inc 603.69 168.65 -29.75 82
Nve Corp 230.96 27.17 15.07 45
On Semiconductor Corporation 28,299.57 7,970.80 1,747.30 34,000
Park Aerospace Corp 233.95 52.77 7.63 387
Photronics Inc. 898.64 795.57 152.61 1,475
Power Integrations Inc. 3,816.06 715.57 184.81 646
Pixelworks Inc 88.22 67.49 -16.09 215
Qorvo Inc. 8,732.51 -5,263,544.44 1,531.16 7,900
Quicklogic Corp 78.32 16.20 -4.55 89
Rubicon Technology Inc. 6.11 4.26 1.34 20
Resonant Inc 296.75 2.18 -35.97 53
Rambus Inc 2,776.17 393.25 -21.42 570
Sigma Designs Inc 10.70 65.91 -120.04 409
Silicon Laboratories Inc. 4,500.10 792.83 2,129.00 1,279
Semtech Corp 1,909.71 651.14 93.08 1,282
Skyworks Solutions Inc. 15,235.91 4,995.50 1,237.10 10,000
Tower Semiconductor Ltd 4,794.88 1,508.17 154.08 5,641
Semiconductor Manufacturing International Corp 197,038.51 3,359.98 77.21 11,385
Ttm Technologies Inc. 1,386.51 2,361.74 74.38 29,000
Xperi Holding Corporation 1,493.45 925.27 -44.06 700
Mdc Holdings Inc 846.94 805.62 14.13 253
Taiwan Semiconductor Manufacturing Company Limited 384,736.58 57,224.80 21,372.80 45,272
Alpine 4 Holdings Inc. 112.37 79.70 -12.30 0
Amplitech Group Inc. 17.45 13.46 -3.77 5
Arris International Plc 5,850.93 6,709.00 90.12 8,700
Aviat Networks Inc. 340.33 302.96 21.16 704
Calamp Corp. 145.82 274.71 -40.29 840
Clearfield Inc. 1,260.98 221.09 39.80 230
Clearone Inc 13.41 29.11 -6.68 151
Comtech Telecommunications Corp 263.69 505.07 -25.53 1,852
Ceragon Networks Ltd 0.00 290.77 -14.83 905
Franklin Wireless Corp. 33.05 24.00 -3.67 67
Gilat Satellite Networks Ltd 299.49 214.97 -3.03 1,041
Harmonic Inc. 1,206.45 587.01 34.70 1,244
Infinera Corp 987.03 1,452.93 -184.43 2,145
Iteris inc. 124.60 133.15 -12.56 0
Pineapple Energy Inc. 16.74 -7.94 6.63 0
Kvh Industries Inc. 170.60 169.04 -6.20 604
Lumentum Holdings Inc. 5,224.84 1,712.60 434.00 2,930
Mitel Networks Corp 1,342.46 1,149.80 -49.60 3,820
Netgear Inc. 630.11 975.12 -57.15 1,008
Parkervision Inc. 14.03 0.07 -9.52 45
Bk Technologies Corporation 34.58 44.16 -10.97 0
Seachange International Inc 22.01 24.45 -27.37 286
Dish Network Corporation 9,684.27 17,392.25 2,270.28 16,000
Shoretel Inc 456.07 332.70 -9.29 1,158
Sierra Wireless Inc 1,108.13 713.51 -70.54 1,150
Utstarcom Holdings Corp 112.40 15.92 -5.83 481
Viasat Inc. 2,212.95 2,801.00 -41.53 5,200
Westell Technologies Inc 14.17 29.95 -2.73 114
Minim Inc. 5.86 59.43 -3.38 0
Amdocs Limited 10,269.97 4,288.64 688.37 31,000
Okta Inc. 8,527.93 1,135.67 -333.60 5,030
Cyberark Software Ltd 5,785.94 502.92 -83.95 2,400
SUBTOTAL 3,024,071.22 -4,394,191.02 141,779.84 1,793,810
       
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