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 Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Special Industry Machinery, NEC
Prev close 270.22 · gapped above the open, then crossed back over prior close. High/low 280.28 at 8:45 am ET, 265.66 at 12:15 pm ET.
LAM Research Corp has 3 disclosed suppliers and 2 disclosed customers. Each one is named in an SEC filing, either LAM Research Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LRCX revenue | Skew |
|---|---|---|---|
| ICHRIchor Holdings, Ltd. | 38.00% | 1.55% | 25× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales, and we expect that our sales will continue to be concentrated among a very small number of customers.”
$360M relationship25× more of ICHR’s book than LRCX’s
basisICHR fy2025 · closed 2025-12 $948MLRCX fy2026 · closed 2026-06 $23.2B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001652535-26-000012cik 0001652535disclosed by ICHR
“Our two largest revenue customers in fiscal years 2024, 2023 and 2022 were Applied Materials, Inc. and Lam Research Corporation, each of which accounted for more than 10% of our total revenues in those three years.”
FILING10-K0001628280-25-007865cik 0001275014disclosed by UCTT
“We have also engaged with companies operating in aerospace, defense, space systems, semiconductor and industrial markets, including RTX Corporation, Honeywell International Inc., Lockheed Martin Corporation, Ursa Major Technologies Inc., Vast Space LLC, Avio S.p.A., and Lam Research Corporation.”
FILING10-K0001193125-26-134997cik 0001825079disclosed by VELO
“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”
FILING10-K0000707549-25-000075cik 0000707549
“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”
FILING10-K0000707549-25-000075cik 0000707549
Watchlist prices, news filtered to it, and its next report on your desk.
LRCX (LAM Research Corp) has 3 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: VELO −1.70%, in semiconductor.