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.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($18.2B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
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
Relaciones en la Cadena de Suministro
Clientes Clave
Contexto macro y de mercado
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Próximos catalizadores
Problemas de cadena de suministro
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.
Señales Institucionales
| Institución | Acción | Valor | Trimestre | Fecha de presentación |
|---|---|---|---|---|
| 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↑ |
Propiedad institucional
Base 13F · Q4 2025| Institución | Cambio | % participación | Trim. anterior | Acciones | Valor | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Mantenida | 2.80% | — | 5.7M acciones | $1,800M | 13F |
| Fidelity | Aumentada | 1.50% | — | 3.0M acciones | $950M | 13F |
| Wellington | Nueva posición | 0.97% | — | 2.0M acciones | $620M | 13F |
| Artisan Partners | Nueva posición | 0.59% | — | 1.2M acciones | $380M | 13F |
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Lam Research impulsado por IA.
Información de la Empresa
Puntuación de Brecha Informativa
Actividad Institucional
74
Puntuación de Medios
28
Posición en Cascada
Rol en la Cascada
late mover
Retraso Típico
2-5 trading days
Memory capex recovery (driven by HBM demand) flows to Lam's etch-heavy memory equipment business with a lag.
Ver Cascada CompletaEstado del sector — 반도체
Noticias del sectorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Temas clave
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Próximos catalizadores
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표