Lam Research Corp
- Отрасль
- AI Semiconductor Equipment
- Биржа
- США
- Страна / Регион
- USA
- Дата IPO
- 11 мая 1984 г.
- Сотрудники
- 20 600
Сводный диапазон оценки · консервативный $70–$90 / справедливый $100–$140 / оптимистичный $180–$230. При $291.61, Выше оптимистичного потолка · будущий рост уже исчерпан.
На момент публикации $302.24 (22 мая 2026 г.)
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
История
Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California, with its IPO dated May 11, 1984. Tim Archer has served as CEO since the end of 2018, having previously held the COO/President role. In recent years the company has avoided large acquisitions on the scale of Novellus, focusing instead on organic R&D and shareholder returns; in May 2024 the board added a $10 billion buyback authorization, and a 10-for-1 stock split took effect in October 2024.
Положение в отрасли
Lam Research is a global supplier of wafer-fabrication equipment and services for integrated-circuit manufacturing, with core products spanning deposition, etch, and clean processes, and operations across the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. In FY2025 total revenue was $18.436 billion, of which systems contributed $11.491 billion and customer support-related revenue and other reached $6.944 billion, near 38% of the total; deposition/etch and upgrade revenue split into Foundry 45%, Memory 42%, and Logic/IDM 13%. Its 10-K names competitors including Applied Materials, ASM International, Tokyo Electron, Hitachi, Screen, and Semes. FY2025 gross margin was 48.7%, and China accounted for 34% of revenue in the most recent quarter.
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