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Lam Research Corporation  (NASDAQ: LRCX)
 

Lam Research's Suppliers Performance

LRCX's Supply Chain




 
LRCX Costs vs Sales of Suppliers Growth Lam Research's Suppliers recorded an increase in sales by 8.67 % year on year in Q4 2026, sequentially sales grew by 6.66 %, Lam Research recorded an increase in cost of sales by 25.62 % year on year, sequentially cost of sales grew by 10.66 % in Q4.

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Lam Research's Suppliers recorded an increase in sales by 8.67 % year on year in Q4 2026, sequentially sales grew by 6.66 %, Lam Research recorded increase in cost of sales by 25.62 % year on year, sequentially cost of sales grew by 10.66 % in Q4.

More on LRCX Suppliers




Lam Research's Comment on Supply Chain


The company supplies wafer fabrication equipment and services to the semiconductor industry, serving semiconductor memory manufacturers, foundries, and integrated device manufacturers (IDMs). Its products support the fabrication of non-volatile memory (NVM), dynamic random-access memory (DRAM), and logic devices. The company integrates hardware, process, materials, software, and process control to enable precise wafer processing. It focuses on research and development, collaboration with semiconductor ecosystem partners, and delivering multi-product solutions to address manufacturing complexity and precision requirements associated with technologies such as 3D architecture and advanced integration. The company also provides solutions for back-end wafer-level packaging (WLP) processes as an alternative to traditional wire bonding.

Lam Research's Comment on Supply Chain


The company supplies wafer fabrication equipment and services to the semiconductor industry, serving semiconductor memory manufacturers, foundries, and integrated device manufacturers (IDMs). Its products support the fabrication of non-volatile memory (NVM), dynamic random-access memory (DRAM), and logic devices. The company integrates hardware, process, materials, software, and process control to enable precise wafer processing. It focuses on research and development, collaboration with semiconductor ecosystem partners, and delivering multi-product solutions to address manufacturing complexity and precision requirements associated with technologies such as 3D architecture and advanced integration. The company also provides solutions for back-end wafer-level packaging (WLP) processes as an alternative to traditional wire bonding.


LRCX's Suppliers Net Income grew by LRCX's Suppliers Net margin grew in Q4 to
12.87 % 16.68 %
LRCX's Suppliers Net Income grew by 12.87 %


LRCX's Suppliers Net margin grew in Q4 to 16.68 %


Lam Research's Suppliers Sales Growth in Q4 2026 by Industry

Suppliers from Chemical Manufacturing Industry      4.58 %
Suppliers from Chemicals - Plastics & Rubber Industry -44.15 %   
Suppliers from Metal Mining Industry      1.92 %
Suppliers from Miscellaneous Fabricated Products Industry      19.15 %
Suppliers from Aerospace & Defense Industry      27.33 %
Suppliers from Industrial Machinery and Components Industry      7.28 %
Suppliers from Conglomerates Industry      19.41 %
Suppliers from Electric & Wiring Equipment Industry      25.35 %
Suppliers from Medical Equipment & Supplies Industry      2.46 %
Suppliers from Laboratory Analytical Instruments Industry      8.06 %
Suppliers from Communications Equipment Industry      14.4 %
Suppliers from Computer Hardware Industry      1.09 %
Suppliers from IT Infrastructure Industry      14.14 %
Suppliers from Scientific & Technical Instruments Industry      11.99 %
Suppliers from Semiconductors Industry      36.36 %
Suppliers from Software & Programming Industry      26.05 %
Suppliers from Consumer Electronics Industry      26.67 %
     





LRCX's vs. Suppliers, Data

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



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Lam Research Corporation 387,511.42 23,232.69 7,265.40 23,300
Camtek Ltd 7,348.59 496.07 50.72 709
Kvh Industries Inc 140.81 125.01 -5.85 300
Esco Technologies inc 6,915.62 1,224.53 314.81 202
Comtech Telecommunications Corp 43.25 454.16 -24.27 1,282
Taiwan Semiconductor Manufacturing Company Limited 2,315,965.61 121,423.20 54,036.50 70,871
SUBTOTAL 10,231,130.33 1,060,248.55 254,218.95 2,007,444
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Sources: Lam Research Corporation's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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