Lam Research

LRCXsupplier

Lam 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.

共有:

⇄ Compare

製品と売上

製品別売上シェア

売上内訳 ($18.2B)

静的データ（リアルタイム財務ロード中…）

Memory (48%)

Foundry / Logic (38%)

Customer Support (14%)

セグメント構成と主要顧客

製品詳細

Conductor Etch35%

High-aspect-ratio etch systems for 3D NAND and logic patterning

Dielectric Etch20%

Selective oxide and nitride etch for multi-patterning

Deposition (PECVD / ALD)25%

Thin-film deposition for advanced interconnects

Clean / Strip10%

Post-etch residue removal and wafer-cleaning systems

Customer Support & Services10%

Spares, upgrades, and reliant productivity solutions

サプライチェーン関係

主要顧客

Taiwan Semiconductor Manufacturing Company

Etch and deposition systems

影響: $4B+

Samsung Electronics

3D NAND etch equipment

影響: $3B+

SK Hynix

DRAM and NAND etch

影響: $2B+

Micron Technology

Etch and deposition

影響: $1.5B+

競合他社

Applied Materials

Etch and deposition

影響: Primary competitor

マクロ・市場概況

반도체セクターニュース

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

次の主要イベント

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

サプライチェーン問題

★ 기회HBM 식각 장비 점유율 확대

2026-04

SK하이닉스 HBM4 라인 증설에 Lam 식각 장비 독점 공급. HBM 관련 매출 2026FY 30% 이상 성장 전망.

⚡ 리스크中 선진 장비 수출통제 영향 확인

2026-02

중국향 매출 비중 26%로 하락 (전년 32%). 미국 수출통제 강화로 중국 매출 구조적 감소 불가피.

AI分析

Lam ResearchのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

Fremont, California, USA

設立

1980

従業員数

17,500+

ウェブサイト

lamresearch.com

カスケードポジション

カスケード内の役割

late mover

典型的な遅延

2-5 trading days

Memory capex recovery (driven by HBM demand) flows to Lam's etch-heavy memory equipment business with a lag.

完全なカスケードを見る

セクター概況 — 반도체

セクターニュース