Lam Research
Etch and deposition leader — indispensable for 3D NAND and advanced DRAM
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.
Specialty
Plasma etch + deposition
Key market
3D NAND, advanced DRAM, logic
Rank
Top-4 WFE globally
How it fits the stack
Lam Research with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Lam Research in the AI stack. Lam Research with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 6 entities, 6 relationships
- Lam Research —supplies→ Daikin (Fluoropolymers & Etch Gases)
- Samsung Foundry —supplies→ Lam Research
- SK Hynix —supplies→ Lam Research
- TSMC (Taiwan Semiconductor Manufacturing Company) —supplies→ Lam Research
- TSMC (Taiwan Semiconductor Manufacturing Company) —depends on→ Lam Research
- Lam Research —competes with→ AMEC (Advanced Micro-Fabrication)
Depends on ↑ · 1
Feeds ↓ · 4
Context — capital, rivals, policy · · 2