LAM Research Corp (LRCX) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
the bull case· 3
38.00%
share of Ichor Holdings revenue sourced from the company in their filing
10-Kfrom their filing5
disclosed supplier and customer ties reported in SEC filings
sec filingsedgar13
funds on file reporting a position in the company
n-portas of Jun 30 '26the bear case· 2
4 of 7
recent reports with moves under the options implied range
earnings historyimplied vs realized10 of 22
largest reporting managers that cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 28 '26 report. Not a forecast, not advice.
Of the 6 companies LAM Research Corp moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3559, Special Industry Machinery, NEC, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›tall tick = annual report · 1 on record
3,106 managers report a position worth $480.2B between them, and 68 of them hold 80% of it.
LRCX (LAM Research Corp) has 3 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
High 276.95 at 8:15 am ET, low 268.63 at 3:00 pm ET.
LAM Research Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Special Industry Machinery, NEC