KLA vs Lam Research
Lam Research is larger by market cap ($389.7B vs $261.9B). Lam Research reports higher tracked revenue ($23.2B vs $13.6B). KLA's primary segment is Metrology & Inspection; Lam Research's is Etch.
Shared segment: Equipment (Front End).
Side-by-side
| KLA | Lam Research | |
|---|---|---|
| Market cap | $261.9B | $389.7B |
| Revenue | $13.6B (FY2026) | $23.2B (FY2026) |
| Primary segment | Metrology & Inspection | Etch |
| Market position | leader | leader |
| Country | United States | United States |
| Tracked suppliers | 8 | 12 |
| Tracked customers | 8 | 9 |
| Chokepoint / criticality | 83/100 | 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 KLA and Lam Research compare
- Size: Lam Research is the larger company by market cap.
- Revenue: Lam Research reports higher tracked revenue.
- Supply-chain criticality: KLA has the higher chokepoint score (83/100 vs 83/100).
- Footprint: KLA (United States) vs Lam Research (United States).