Lam Research Corporation (LRCX) |
|
|
|
Lam Research's Suppliers Performance
LRCX's Supply Chain
|
LRCX Costs vs Sales of Suppliers Growth |
Lam Research's Suppliers realized sales deteriorated by -0.91 % compare to the same quarter a year ago, sequentially sales grew by 4.58 %, Lam Research's cost of sales deteriorated by % year on year, sequentially cost of sales grew by 5.99 % in Q4.
• More on LRCX Suppliers
|
|
Lam Research's Suppliers realized a deteriorated in sales by -0.91 % compared to the same quarter a year ago, sequentially sales grew by 4.58 %, Lam Research recorded increase in cost of sales by 29.02 % year on year, sequentially cost of sales grew by 5.99 % in Q4.
• More on LRCX Suppliers
Select the Relationship:
|
|
Select the Category:
|
|
Lam Research's Comment on Supply Chain
Our manufacturing operations consist mainly of assembling and testing components,
sub-assemblies, and modules that are then integrated into finished systems prior
to shipment to or at the location of our customers. Most of the assembly and
testing of our products is conducted in cleanroom environments.
We have agreements with third parties to outsource certain aspects of our manufacturing,
production warehousing, and logistics functions. We believe that these outsourcing
contracts provide us more flexibility to scale our operations up or down in
a timely and cost effective manner, enabling us to respond quickly to any changes
in our business. We believe that we have selected reputable providers and have
secured their performance on terms documented in written contracts. However,
it is possible that one or more of these providers could fail to perform as
we expect, and such failure could have an adverse impact on our business and
have a negative effect on our operating results and financial condition.
Certain components and sub-assemblies that we include in our products may only
be obtained from a single supplier. We believe that, in many cases, we could
obtain and qualify alternative sources to supply these products. Nevertheless,
any prolonged inability to obtain these components could have an adverse effect
on our operating results and could unfavorably impact our customer relationships.
Lam Research's Comment on Supply Chain
Our manufacturing operations consist mainly of assembling and testing components,
sub-assemblies, and modules that are then integrated into finished systems prior
to shipment to or at the location of our customers. Most of the assembly and
testing of our products is conducted in cleanroom environments.
We have agreements with third parties to outsource certain aspects of our manufacturing,
production warehousing, and logistics functions. We believe that these outsourcing
contracts provide us more flexibility to scale our operations up or down in
a timely and cost effective manner, enabling us to respond quickly to any changes
in our business. We believe that we have selected reputable providers and have
secured their performance on terms documented in written contracts. However,
it is possible that one or more of these providers could fail to perform as
we expect, and such failure could have an adverse impact on our business and
have a negative effect on our operating results and financial condition.
Certain components and sub-assemblies that we include in our products may only
be obtained from a single supplier. We believe that, in many cases, we could
obtain and qualify alternative sources to supply these products. Nevertheless,
any prolonged inability to obtain these components could have an adverse effect
on our operating results and could unfavorably impact our customer relationships.
LRCX's Suppliers Net Income grew by |
LRCX's Suppliers Net margin grew in Q4 to |
6.86 % |
23.45 % |
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 |
72,157.42 |
19,047.66 |
5,125.10 |
11,850 |
Agilent Technologies inc |
46,365.00 |
6,848.00 |
1,254.00 |
16,342 |
Axcelis Technologies Inc |
3,941.24 |
859.63 |
161.84 |
774 |
Applied Materials Inc |
105,224.40 |
25,785.00 |
6,525.00 |
24,000 |
Amkor Technology Inc |
7,444.34 |
6,910.02 |
820.44 |
29,300 |
Air Products And Chemicals Inc |
63,445.45 |
12,879.10 |
2,300.70 |
19,275 |
Asml Holding Nv |
278,916.05 |
20,844.32 |
6,589.18 |
7,955 |
Astrotech Corp |
592.11 |
0.72 |
-8.83 |
42 |
Ase Technology Holding Co Ltd |
33,321.83 |
20,547.84 |
2,244.05 |
95,727 |
Amtech Systems Inc |
155.59 |
106.30 |
17.37 |
503 |
Atomera Incorporated |
191.94 |
0.52 |
-17.31 |
16 |
Astronics Corporation |
473.49 |
470.49 |
-28.53 |
2,000 |
Bel Fuse Inc |
83.15 |
541.27 |
46.66 |
0 |
Bonso Electronics International Inc. |
16.08 |
14.80 |
-2.76 |
528 |
Cognyte Software Ltd |
250.97 |
474.04 |
-10.26 |
2,100 |
Celestica inc |
1,733.26 |
5,634.70 |
103.90 |
28,000 |
Comtech Telecommunications Corp |
464.48 |
500.62 |
-38.16 |
1,852 |
Cpi International Holding Corp. |
0.00 |
0.00 |
0.00 |
1,880 |
Dupont De Nemours Inc |
36,519.19 |
14,184.00 |
1,905.00 |
34,250 |
Danaher Corporation |
198,987.39 |
31,250.00 |
6,765.00 |
60,000 |
Dover Corp |
22,865.25 |
8,358.14 |
2,589.39 |
23,000 |
Esco Technologies inc |
2,598.03 |
862.35 |
82.32 |
3,254 |
Freeport mcmoran Inc |
62,107.24 |
23,186.00 |
4,860.00 |
27,500 |
Formfactor inc |
2,318.21 |
786.95 |
90.36 |
1,685 |
Jfrog Ltd |
2,653.82 |
262.73 |
-89.72 |
1,000 |
International Business Machines Corporation |
123,807.45 |
60,539.00 |
1,262.00 |
381,100 |
Ichor Holdings Ltd |
1,046.98 |
1,265.54 |
73.47 |
1,420 |
Ipg Photonics Corp |
5,961.65 |
1,460.48 |
268.93 |
5,960 |
Kla Corporation |
57,960.46 |
10,483.73 |
3,540.92 |
10,600 |
Kulicke And Soffa Industries Inc |
3,263.42 |
1,393.54 |
383.23 |
2,778 |
Kmg Chemicals Inc |
1,211.31 |
465.56 |
64.84 |
626 |
Kmg Chemicals Inc |
0.00 |
0.00 |
0.00 |
0 |
Kvh Industries Inc |
188.00 |
161.23 |
19.43 |
604 |
Nlight Inc |
550.57 |
270.15 |
-29.67 |
0 |
Lightpath Technologies Inc |
42.23 |
33.82 |
-4.29 |
342 |
3m Company |
66,969.30 |
34,762.00 |
6,588.00 |
95,000 |
Model N Inc |
1,482.78 |
219.16 |
-28.64 |
864 |
National Instruments Corp |
7,093.08 |
1,688.38 |
171.71 |
7,412 |
Newmont Corp |
39,630.75 |
12,105.00 |
325.00 |
16,600 |
Orbital Infrastructure Group Inc |
22.05 |
290.22 |
-235.69 |
0 |
Pdf Solutions inc |
1,229.52 |
137.91 |
-10.91 |
407 |
Park Aerospace Corp |
293.29 |
53.03 |
7.98 |
387 |
Rbc Bearings Incorporated |
7,205.95 |
846.57 |
101.68 |
0 |
Roper Technologies Inc |
45,960.31 |
5,386.50 |
2,904.10 |
16,460 |
Sifco Industries Inc |
20.27 |
83.90 |
-9.64 |
465 |
Skywater Technology Inc |
451.98 |
167.07 |
-51.85 |
0 |
Semiconductor Manufacturing International Corp |
206,913.89 |
3,359.98 |
77.21 |
11,385 |
Teradyne Inc |
18,005.50 |
3,748.35 |
992.56 |
5,400 |
Thermo Fisher Scientific Inc |
233,928.48 |
39,982.00 |
6,889.00 |
75,000 |
Tower Semiconductor Ltd |
4,556.62 |
1,508.17 |
154.08 |
5,641 |
Taiwan Semiconductor Manufacturing Company Limited |
493,016.99 |
57,224.80 |
21,372.80 |
45,272 |
Torotel Inc |
36.90 |
25.81 |
1.00 |
138 |
Ultra Clean Holdings Inc |
1,704.98 |
2,422.90 |
70.80 |
2,747 |
Viavi Solutions Inc |
2,647.99 |
1,250.10 |
56.40 |
3,500 |
Wolfspeed Inc |
10,156.42 |
873.90 |
-34.70 |
4,017 |
SUBTOTAL |
2,206,027.63 |
423,516.32 |
81,079.38 |
1,075,108 |
|