Who Lam Research buys from and sells to
Makes plasma etch and deposition tools, with its heaviest exposure to memory and 3D NAND fabs.
Part of Semiconductor Fabs and Equipment spending
Buys from 4
Sells to 5
- Samsungmemory and foundry etch and deposition
- TSMCTSMetch and deposition
- MicronMUthe memory cycle, where its leverage is
- SK hynixSKHYDRAM and HBM capacity
- IntelINTCfoundry capacity
Where the chain could break
- Micron, Samsung, SK hynix and TSMC are its most significant customers (FY2026 10-K)
- China is a large share of sales and is subject to US export controls
- Revenue swings with memory makers' capex cycle
Competes with
- Applied MaterialsAMATthe same tools, the same customers
- Tokyo ElectronTOELYetch and deposition in Japan, Korea and China
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.