Canon vs Lam Research
Lam Research is larger by market cap ($389.7B vs $24.2B). Canon reports higher tracked revenue ($29.1B vs $23.2B). Canon's primary segment is Lithography; Lam Research's is Etch.
Shared segment: Equipment (Front End).
Side-by-side
| Canon | Lam Research | |
|---|---|---|
| Market cap | $24.2B | $389.7B |
| Revenue | $29.1B (FY2025) | $23.2B (FY2026) |
| Primary segment | Lithography | Etch |
| Market position | challenger | leader |
| Country | Japan | United States |
| Tracked suppliers | 0 | 12 |
| Tracked customers | 8 | 9 |
| Chokepoint / criticality | 58/100 | 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 Canon and Lam Research compare
- Size: Lam Research is the larger company by market cap.
- Revenue: Canon reports higher tracked revenue.
- Supply-chain criticality: Lam Research has the higher chokepoint score (83/100 vs 58/100).
- Footprint: Canon (Japan) vs Lam Research (United States).