Lam Research
LRCXsupplierLam Research is a leading supplier of wafer-fabrication etch and deposition equipment. Its dominance in high-aspect-ratio etch makes it essential for 3D NAND flash scaling and increasingly important for advanced-logic patterning at 3nm and below.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($18.2B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
High-aspect-ratio etch systems for 3D NAND and logic patterning
Selective oxide and nitride etch for multi-patterning
Thin-film deposition for advanced interconnects
Post-etch residue removal and wafer-cleaning systems
Spares, upgrades, and reliant productivity solutions
Lieferkettenbeziehungen
Wichtige Kunden
Makro- und Marktkontext
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Nächste Katalysatoren
Lieferketten-Probleme
SK하이닉스 HBM4 라인 증설에 Lam 식각 장비 독점 공급. HBM 관련 매출 2026FY 30% 이상 성장 전망.
중국향 매출 비중 26%로 하락 (전년 32%). 미국 수출통제 강화로 중국 매출 구조적 감소 불가피.
Institutionelle Signale
| Institution | Aktion | Wert | Quartal | Einreichungsdatum |
|---|---|---|---|---|
| BlackRock | accumulating | $480M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $190M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $180M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $28M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $21M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $339M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $371M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $278M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $615M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $243M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $365M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $23M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $79M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $43M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $333M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $30M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $154K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $243M | 2024.06 | 2024-08-13↑ |
Institutioneller Besitz
13F Basis · Q4 2025| Institution | Änderung | Beteiligung % | Vorquartal | Aktien | Wert | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Gehalten | 2.80% | — | 5.7M Aktien | $1,800M | 13F |
| Fidelity | Erhöht | 1.50% | — | 3.0M Aktien | $950M | 13F |
| Wellington | Neue Position | 0.97% | — | 2.0M Aktien | $620M | 13F |
| Artisan Partners | Neue Position | 0.59% | — | 1.2M Aktien | $380M | 13F |
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Lam Research.
Unternehmensinformationen
Nachrichtenlücken-Score
Institutionelle Aktivität
74
Medien-Score
28
Kaskadenposition
Rolle in der Kaskade
late mover
Typische Verzögerung
2-5 trading days
Memory capex recovery (driven by HBM demand) flows to Lam's etch-heavy memory equipment business with a lag.
Vollständige Kaskade anzeigenSektorübersicht — 반도체
SektornachrichtenWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Hauptthemen
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Nächste Katalysatoren
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표