COMPANIES · CHIP EQUIPMENT

Lam Research

Makes wafer-fabrication equipment used in semiconductor manufacturing.

EnablerChip equipment
What it does

Makes wafer-fabrication equipment used in semiconductor manufacturing.

Why it matters

Its etch and deposition tools are essential steps in fabricating the advanced logic and memory chips used in AI systems.

How it makes money

Sells wafer-fabrication equipment and services to semiconductor manufacturers.

Geography

United States

AI stack position

Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

Lam Research recognized as a top equipment supplier to Intel Corporation
SuppliesCurrent
Lam Research received Intel's 2026 EPIC Supplier Award for Excellence in Sustainability Support, one of 41 companies recognized in Intel's global semiconductor manufacturing supply chain.

Source: 2026-03-19 · reviewed 2026-09-20

Evidence: Primary-source statement · Active, currently recognized supplier relationship

Limits: Confirms an active, recognized supply relationship focused on sustainability performance; does not disclose contract value, equipment volumes, or which specific Intel fabs or nodes are involved.

Intel Announces 2026 EPIC Supplier Award Recipients ↗
Lam Research recognized as top front-end equipment supplier to Micron
SuppliesCurrent
Lam Research won Micron's 2025 'Outstanding Front End Equipment Supplier of the Year' award, its third such recognition, selected from more than 8,000 Micron suppliers for equipment supporting advanced memory nodes.

Source: 2025-12-08 · reviewed 2026-09-20

Evidence: Primary-source statement · Active, currently recognized supplier relationship

Limits: Confirms an active, recognized equipment-supply relationship; does not disclose contract value, equipment volumes, or which specific Micron fabs or nodes the equipment serves.

Lam Research Wins 2025 Micron Outstanding Front End Equipment Supplier Award ↗
Lam Research supplies EUV process technology to SK hynix
SuppliesCurrent
SK hynix selected Lam Research's dry resist fabrication technology as the development tool of record for two key EUV process steps in advanced DRAM production, aiming for more precise, lower-defect, cost-effective manufacturing.

Source: 2022-06-14 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes tool selection for two process steps as of the 2022 announcement; does not establish current production volumes or exclusivity with Lam Research.

Lam Research Teams Up with SK hynix to Enhance DRAM Production Cost Efficiency with Breakthrough Dry Resist EUV Technology ↗

Dated or announced (1)

Lam Research was recognized as a supplier by TSMC
SuppliesDated / announced
Lam Research received a 2024 TSMC supplier performance award.

Source: 2024-12-02 · reviewed 2026-09-17

Evidence: Primary-source statement · Supplier relationship documented

Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.

TSMC 2024 supplier awards ↗
Evidence for this profile

Lam Research investor relations ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .