Lam Research
Etch and deposition leader — indispensable for 3D NAND and advanced DRAM
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. Lam Research's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
Ask the graph
answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L4 Tools · Equipment · LRCX · USA (Fremont)
Lam Research
Etch and deposition leader — indispensable for 3D NAND and advanced DRAM
- Links
- 7
- Deals from filings
- 0
- Exposed if it fails
- 3
- 41 within 2 steps
- It depends on
- 1
- 1 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Lam Research is the dominant supplier of plasma etch and thin-film deposition equipment, tools that carve and build the vertical structures in 3D NAND, advanced DRAM, and leading-edge logic. Its high-aspect-ratio etch capability is effectively required to scale memory that feeds AI accelerators (including HBM). Like its US peers, Lam faces meaningful revenue exposure to China export restrictions in 2025-2026 even as AI/HBM demand lifts orders.
Key facts
from its map entry- Specialty
- Plasma etch + deposition
- Key market
- 3D NAND, advanced DRAM, logic
- Rank
- Top-4 WFE globally
Pick a link to move the graph there: · · · · ·
Connections7 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
1Who depends on it
3Rivals
1Policy
1Compare two: what Lam Research shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources2 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| AI Systems Map links7 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.