Founded in 1980 and headquartered in Fremont, California, Lam Research is a global leader in semiconductor wafer fabrication equipment. The company specializes in etch, deposition, and cleaning solutions, holding a dominant 45% market share in the global etch market. As a critical enabler of the AI revolution, Lam’s technology is essential for manufacturing 3D NAND, advanced logic (GAA), and High Bandwidth Memory (HBM). With over 100,000 chambers installed worldwide, Lam’s record 20.6B USD revenue in 2025 underscores its vital role in the semiconductor ecosystem.
Here are some articles to give you a basic understanding of the company:
Lam Research – background and history
Below is a list of articles for the company:
-
Lam Research – 2025Q4 results
The following summary is based on the Lam Research Corporation (LRCX) 10-Q filing for the fiscal quarter ended December 29, 2025, filed on January 29, 2026. Financial Performance Highlights Lam Research reported a strong quarter with revenue reaching $4.30 billion, representing a 14.5% increase compared to $3.76 billion in the same quarter of the previous…
-
Lam Research – History and Competitions
1. Foundation and Etch Leadership (1980–1989) This era established Lam Research as a pioneer in the plasma etch market. 2. Global Expansion and Deposition Entry (1990–2000) Lam expanded its global footprint and diversified its technology portfolio beyond etching. 3. Strategic Consolidation and Transformation (2001–2012) This period saw Lam transform into a comprehensive equipment supplier through…