Lam Research vs Tokyo Electron
Lam Research is larger by market cap ($389.7B vs $166.4B). Lam Research reports higher tracked revenue ($23.2B vs $15.4B). Lam Research's primary segment is Etch; Tokyo Electron's is Deposition.
Shared segment: Equipment (Front End).
Side-by-side
| Lam Research | Tokyo Electron | |
|---|---|---|
| Market cap | $389.7B | $166.4B |
| Revenue | $23.2B (FY2026) | $15.4B (FY2026) |
| Primary segment | Etch | Deposition |
| Market position | leader | leader |
| Country | United States | Japan |
| Tracked suppliers | 12 | 9 |
| Tracked customers | 9 | 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 Lam Research and Tokyo Electron 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 83/100).
- Footprint: Lam Research (United States) vs Tokyo Electron (Japan).
Company hubs
Lam Research · Tokyo Electron · Equipment (Front End) segment