LRCX compared with ACMR: revenue, margins and what each company keeps, and the suppliers and customers both name

LRCXLAM Research Corp

Mkt capRevenueRevenue

ACMRACM Research, Inc.

Mkt capRevenueRevenue

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LRCXLAM Research Corp

ACMRACM Research, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Co-movers

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Co-movers

daily closes · 499dMethod ›

Moved together

LRCXwithACMR

×0.90co-movement · ACMR on LRCX · 499d

r 0.64scale to r 0.75

Shared co-movers6with LRCXwith ACMR

AMATApplied Materials Incr 0.90r 0.62

UCTTUltra Clean Holdings, Inc.r 0.76r 0.61

KLACKLA Corpr 0.89r 0.60

COHUCohu Incr 0.74r 0.58

AMKRAmkor Technology, Inc.r 0.75r 0.57

FORMFormfactor Incr 0.77r 0.56

LRCX, solidACMR, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

LRCXLAM Research Corp

185.58· pre 205.52· delayed

Mkt cap$231.3BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

ACMRACM Research, Inc.

39.27· pre 42.10· delayed

Pre-marketNov 6 '26delayed

Mkt cap$2.7BRevenue$293MQ2 FY26Revenue$901MFY25

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Pre-marketNov 6 '26delayed

LRCXLAM Research Corp

ACMRACM Research, Inc.

185.58pre 205.52delayed

Price

39.27pre 42.10delayed

$231.3B

Mkt cap

$2.7B

Q1 FY27$8.2B

Revenue

$293MQ2 FY26

FY26$23.2B

Revenue

$901MFY25

LRCX185.58vsACMR39.27Pre-marketNov 6 '26delayed