AMEC (Advanced Micro-Fabrication) vs Lam Research

Lam Research is larger by market cap ($389.7B vs $54.2B). Lam Research reports higher tracked revenue ($23.2B vs $1.8B). Both are primarily Etch companies.

Shared segment: Equipment (Front End).

Side-by-side

AMEC (Advanced Micro-Fabrication)Lam Research
Market cap$54.2B$389.7B
Revenue$1.8B (FY2025)$23.2B (FY2026)
Primary segmentEtchEtch
Market positionchallengerleader
CountryChinaUnited States
Tracked suppliers012
Tracked customers39
Chokepoint / criticality57/10083/100

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 AMEC (Advanced Micro-Fabrication) 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: AMEC (Advanced Micro-Fabrication) (China) vs Lam Research (United States).

Company hubs

AMEC (Advanced Micro-Fabrication) · Lam Research · Equipment (Front End) segment

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