Lam Research vs NAURA Technology

Both are primarily Etch companies. Lam Research is larger by market cap ($434.9B vs $66.7B). Lam Research reports higher tracked revenue ($23.2B vs $5.9B).

Shared segment: Equipment (Front End).

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Side-by-side

Lam ResearchNAURA Technology
Market cap$434.9B$66.7B
Revenue$23.2B (FY2026)$5.9B (FY2025)
Primary segmentEtchEtch
Market positionleaderchallenger
CountryUnited StatesChina
Tracked suppliers120
Tracked customers99
Chokepoint / criticality83/10057/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Lam Research and NAURA Technology 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 57/100).
  • Footprint: Lam Research (United States) vs NAURA Technology (China).

Company hubs

Lam Research · NAURA Technology · Equipment (Front End) segment

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Cite as: wafergraph, “Lam Research vs NAURA Technology”, https://wafergraph.com/compare/lam_research-vs-naura (data as of 2026-10-04).

Frequently asked questions3
Is Lam Research bigger than NAURA Technology?
Lam Research is larger by market cap ($434.9B vs $66.7B).
What's the difference between Lam Research and NAURA Technology?
Lam Research is a leader in Etch based in United States; NAURA Technology is a challenger in Etch based in China. Both operate in the Equipment (Front End) segment.
Who are Lam Research's and NAURA Technology's suppliers?
wafergraph tracks 12 suppliers for Lam Research and 0 for NAURA Technology — Lam Research's include Ferrotec, MKS Instruments, Advanced Energy.