Lam Research competitors
As of 2026-09-05, 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 $385.0B, and the largest competitor by market cap is Applied Materials at $360.9B.
Data as of 2026-09-05 · 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 | $360.9B | $28.4B | Lam Research vs Applied Materials |
| Tokyo Electron | leader | Japan | $155.1B | $15.3B | Lam Research vs Tokyo Electron |
| Hitachi High-Tech | major | Japan | Unpriced | — | — |
| SEMES | major | South Korea | Unpriced | — | — |
| NAURA Technology | challenger | China | $69.0B | $5.9B | Lam Research vs NAURA Technology |
| AMEC (Advanced Micro-Fabrication) | challenger | China | $47.9B | $1.8B | Lam Research vs AMEC (Advanced Micro-Fabrication) |
| PSK Inc | niche | South Korea | $2.7B | $334M | Lam Research vs PSK Inc |
| Oxford Instruments | niche | United Kingdom | $2.0B | $573M | 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
Cite as: wafergraph, “Lam Research competitors — 9 rivals in Etch, compared”, https://wafergraph.com/competitors/lam_research (data as of 2026-09-05).
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