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.
Продукты и выручка
Доля выручки продукта
Структура выручки ($18.2B)
Статические данные (загрузка финансов…)
Структура сегментов и ключевые клиенты
Подробности продукта
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
Связи цепочки поставок
Ключевые клиенты
Макро- и рыночный контекст
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Предстоящие катализаторы
Проблемы цепочки поставок
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.
Институциональные сигналы
| Институт | Действие | Стоимость | Квартал | Дата подачи |
|---|---|---|---|---|
| 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↑ |
Институциональное владение
Данные 13F · Q4 2025| Институт | Изменение | % владения | Прошлый кв. | Акции | Стоимость | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Сохранена | 2.80% | — | 5.7M акций | $1,800M | 13F |
| Fidelity | Увеличена | 1.50% | — | 3.0M акций | $950M | 13F |
| Wellington | Новая позиция | 0.97% | — | 2.0M акций | $620M | 13F |
| Artisan Partners | Новая позиция | 0.59% | — | 1.2M акций | $380M | 13F |
Последние новости
AI-анализ
Нажмите "Получить AI-анализ" для анализа цепочки поставок Lam Research.
Информация о компании
Оценка новостного разрыва
Институц. активность
74
Оценка СМИ
28
Позиция в каскаде
Роль в каскаде
late mover
Типичная задержка
2-5 trading days
Memory capex recovery (driven by HBM demand) flows to Lam's etch-heavy memory equipment business with a lag.
Полный каскадОбзор сектора — 반도체
Новости сектораWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Ключевые темы
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Предстоящие катализаторы
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표