GlobalFoundries vs Lam Research
Lam Research is larger by market cap ($389.7B vs $27.9B). Lam Research reports higher tracked revenue ($23.2B vs $6.8B). GlobalFoundries's primary segment is Pure-Play Foundry; Lam Research's is Etch.
Side-by-side
| GlobalFoundries | Lam Research | |
|---|---|---|
| Market cap | $27.9B | $389.7B |
| Revenue | $6.8B (FY2025) | $23.2B (FY2026) |
| Primary segment | Pure-Play Foundry | Etch |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 166 | 12 |
| Tracked customers | 18 | 9 |
| Chokepoint / criticality | 68/100 | 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 GlobalFoundries 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 68/100).
- Footprint: GlobalFoundries (United States) vs Lam Research (United States).