Lam Research commands approximately 50% of the global conductor etch market, making it the undisputed leader in the most process-intensive step of semiconductor manufacturing. Etch is the foundation of Lam's business, generating roughly half of total revenue (~$10.3B in CY2025). Every advanced...

Lam Research is a top-2 supplier in thin film deposition (CVD, ALD) and the leading provider of wet clean equipment. Deposition revenue (~$7.2B in CY2025) represents roughly 35% of total revenue and is the second-largest segment. Advanced packaging revenue exceeded $1B in CY2025 and is expected to...

CSBG (Customer Support Business Group) is Lam's recurring revenue segment, generating ~$3.1B in CY2025 from spares, services, upgrades, and reliant technology for an installed base of over 90,000 chambers worldwide. Record upgrade revenue grew 90%+ YoY in CY2025 as memory fabs convert from...