Lam Research vs Winbond Electronics

Lam Research is larger by market cap ($389.7B vs $24.7B). Lam Research reports higher tracked revenue ($23.2B vs $2.8B). Lam Research's primary segment is Etch; Winbond Electronics's is Specialty & NOR Flash.

Side-by-side

Lam ResearchWinbond Electronics
Market cap$389.7B$24.7B
Revenue$23.2B (FY2026)$2.8B (FY2025)
Primary segmentEtchSpecialty & NOR Flash
Market positionleaderniche
CountryUnited StatesTaiwan
Tracked suppliers123
Tracked customers94
Chokepoint / criticality83/10050/100

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 Winbond Electronics 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 50/100).
  • Footprint: Lam Research (United States) vs Winbond Electronics (Taiwan).

Company hubs

Lam Research · Winbond Electronics

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