Lam Research vs MKS Instruments
Lam Research is larger by market cap ($389.7B vs $19.9B). Lam Research reports higher tracked revenue ($23.2B vs $3.9B). Lam Research's primary segment is Etch; MKS Instruments's is Subsystems & Components.
Shared segment: Equipment (Front End).
Side-by-side
| Lam Research | MKS Instruments | |
|---|---|---|
| Market cap | $389.7B | $19.9B |
| Revenue | $23.2B (FY2026) | $3.9B (FY2025) |
| Primary segment | Etch | Subsystems & Components |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 12 | 0 |
| Tracked customers | 9 | 13 |
| Chokepoint / criticality | 83/100 | 71/100 |
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 Lam Research and MKS Instruments 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 71/100).
- Footprint: Lam Research (United States) vs MKS Instruments (United States).
Company hubs
Lam Research · MKS Instruments · Equipment (Front End) segment