COMPANIES · CHIP EQUIPMENT
Lam Research
In the AI Economy Index: Major, 1.40% (as of 2 October 2026)
Makes wafer-fabrication equipment used in semiconductor manufacturing.
Makes wafer-fabrication equipment used in semiconductor manufacturing.
Its etch and deposition tools are essential steps in fabricating the advanced logic and memory chips used in AI systems.
Sells wafer-fabrication equipment and services to semiconductor manufacturers.
United States
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 share an editorial stack classification; that alone does not establish direct competition.
Connections (6)
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 (5)
Source: 2026-03-19 · reviewed 2026-09-27
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 ↗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 ↗Source: 2025-02-25 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating through fiscal 2024
Limits: Does not give Lam Research's individual revenue share, contract terms, exclusivity, or whether the concentration continued after 2024.
Ultra Clean Holdings Form 10-K for fiscal year ended December 27, 2024 ↗Source: 2022-06-14 · reviewed 2026-09-27
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 ↗Source: 2020-11-03 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating in 2020; current status not confirmed
Limits: A 2020 supplier award; does not establish which products, volumes, revenue share, or that the relationship continues today.
Entegris Receives 2020 Supplier Excellence Award from Lam Research ↗Dated or announced (1)
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 ↗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 v3.25.43, released .