Atlas Copco vs Lam Research

Lam Research is larger by market cap ($389.7B vs $108.5B). Lam Research reports higher tracked revenue ($23.2B vs $17.7B). Atlas Copco's primary segment is Subsystems & Components; Lam Research's is Etch.

Shared segment: Equipment (Front End).

Side-by-side

Atlas CopcoLam Research
Market cap$108.5B$389.7B
Revenue$17.7B (FY2025)$23.2B (FY2026)
Primary segmentSubsystems & ComponentsEtch
Market positionleaderleader
CountrySwedenUnited States
Tracked suppliers012
Tracked customers139
Chokepoint / criticality85/10083/100

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 Atlas Copco and Lam Research compare

  • Size: Lam Research is the larger company by market cap.
  • Revenue: Lam Research reports higher tracked revenue.
  • Supply-chain criticality: Atlas Copco has the higher chokepoint score (85/100 vs 83/100).
  • Footprint: Atlas Copco (Sweden) vs Lam Research (United States).

Company hubs

Atlas Copco · Lam Research · Equipment (Front End) segment

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