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