Lam Research competitors
As of 2026-10-28, Lam Research's closest competitors in Etch are Applied Materials, Tokyo Electron and Hitachi High-Tech. wafergraph tracks 10 companies in Etch; Lam Research is positioned as a market leader there with a market cap of $301.4B, and the largest competitor by market cap is Applied Materials at $314.2B.
Data as of 2026-10-28 · peers = companies sharing Lam Research's primary Etch segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with Lam Research
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| Applied Materials | leader | United States | $314.2B | $28.4B | Lam Research vs Applied Materials |
| Tokyo Electron | leader | Japan | Unpriced | $15.6B | Lam Research vs Tokyo Electron |
| Hitachi High-Tech | major | Japan | Unpriced | — | — |
| SEMES | major | South Korea | Unpriced | — | — |
| NAURA Technology | challenger | China | $55.9B | $5.9B | Lam Research vs NAURA Technology |
| AMEC (Advanced Micro-Fabrication) | challenger | China | $34.5B | $1.9B | Lam Research vs AMEC (Advanced Micro-Fabrication) |
| PSK Inc | niche | South Korea | $2.7B | $345M | Lam Research vs PSK Inc |
| Oxford Instruments | niche | United Kingdom | $1.9B | $566M | Lam Research vs Oxford Instruments |
| Plasma-Therm | niche | United States | Unpriced | — | — |
Suppliers Lam Research shares with its competitors
- Ferrotec
- MKS Instruments
- Advanced Energy
- VAT Group
- Horiba
- Brooks Automation
- Pfeiffer Vacuum
- Atlas Copco
- INFICON
- Comet Group
- Ultra Clean Holdings
- Ichor Holdings
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Customers Lam Research shares with its competitors
Frequently asked questions3
- Who are Lam Research's competitors?
- Lam Research's closest competitors in Etch are Applied Materials, Tokyo Electron and Hitachi High-Tech; wafergraph tracks 9 rivals in that segment.
- Who is Lam Research's largest competitor?
- Applied Materials is the largest Etch competitor by market cap ($314.2B).
- How many companies compete in Etch?
- wafergraph tracks 10 companies in Etch, including Lam Research.
Cite as: wafergraph, “Lam Research competitors — 9 rivals in Etch, compared”, https://wafergraph.com/competitors/lam_research (data as of 2026-10-28).
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