Lam Research vs VAT Group
Lam Research is larger by market cap ($389.7B vs $23.8B). Lam Research reports higher tracked revenue ($23.2B vs $1.3B). Lam Research's primary segment is Etch; VAT Group's is Subsystems & Components.
Shared segment: Equipment (Front End).
Side-by-side
| Lam Research | VAT Group | |
|---|---|---|
| Market cap | $389.7B | $23.8B |
| Revenue | $23.2B (FY2026) | $1.3B (FY2025) |
| Primary segment | Etch | Subsystems & Components |
| Market position | leader | leader |
| Country | United States | Switzerland |
| Tracked suppliers | 12 | 0 |
| Tracked customers | 9 | 13 |
| Chokepoint / criticality | 83/100 | 85/100 |
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 VAT Group compare
- Size: Lam Research is the larger company by market cap.
- Revenue: Lam Research reports higher tracked revenue.
- Supply-chain criticality: VAT Group has the higher chokepoint score (85/100 vs 83/100).
- Footprint: Lam Research (United States) vs VAT Group (Switzerland).