ACM Research vs Lam Research
Lam Research is larger by market cap ($389.7B vs $5.6B). Lam Research reports higher tracked revenue ($23.2B vs $901M). ACM Research's primary segment is Cleaning; Lam Research's is Etch.
Shared segment: Equipment (Front End).
Side-by-side
| ACM Research | Lam Research | |
|---|---|---|
| Market cap | $5.6B | $389.7B |
| Revenue | $901M (FY2025) | $23.2B (FY2026) |
| Primary segment | Cleaning | Etch |
| Market position | challenger | leader |
| Country | United States | United States |
| Tracked suppliers | 0 | 12 |
| Tracked customers | 9 | 9 |
| Chokepoint / criticality | 57/100 | 83/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How ACM Research and Lam Research compare
- Size: Lam Research is the larger company by market cap.
- Revenue: Lam Research reports higher tracked revenue.
- Supply-chain criticality: Lam Research has the higher chokepoint score (83/100 vs 57/100).
- Footprint: ACM Research (United States) vs Lam Research (United States).