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ACMR compared with LRCX: revenue, margins and what each company keeps, and the suppliers and customers both name
ACMR
ACM Research, Inc.
Change
Mkt cap
Revenue
Revenue
LRCX
LAM Research Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
ACMR
ACM Research, Inc.
vs
LRCX
LAM Research Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ACMR
0
None
Shared
0
No disclosed counterparties: ACMR.
Only LRCX
5
UCTT
Ultra Clean
supplier
ICHR
Ichor
supplier
VELO
Velo3D
supplier
TSM
TSMC
customer
1 more · LRCX chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
ACMR
ACM Research, Inc.
Change
44.69
▲
+13.69%
· post 44.44
Mkt cap
$3.1B
Revenue
$368M
Q3 FY26
Revenue
$901M
FY25
LRCX
LAM Research Corp
Change
200.41
▲
+8.21%
· post 201.25
Closed
Nov 6 '26
Mkt cap
$250.4B
Revenue
$8.2B
Q1 FY27
Revenue
$23.2B
FY26
vs
Compare
Closed
Nov 6 '26
ACMR
ACM Research, Inc.
vs
LRCX
LAM Research Corp
44.69
▲
+13.69%
post 44.44
Price
200.41
▲
+8.21%
post 201.25
$3.1B
Mkt cap
$250.4B
Q3 FY26
$368M
Revenue
$8.2B
Q1 FY27
FY25
$901M
Revenue
$23.2B
FY26
Change
Change
ACMR
44.69
▲
+13.69%
vs
LRCX
200.41
▲
+8.21%
Closed
Nov 6 '26