Products & Services · Concentration
Foundry — Concentration
Lam Research Foundry — Concentration decreased by 8.5% to 54.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 12.5%, from 48.0% to 54.0%. Over 3 years (FY 2021 to FY 2025), Foundry — Concentration shows an upward trend with a 10.5% CAGR.
Analysis
StatementSegment
CategoryMarket Position
SignalContext dependent
VolatilityModerate
First reportedQ1 2019
Last reportedQ3 2026Apr 23, 2026
Rolls up toConcentration Risk %
How to read this metric
An increase suggests growing reliance on foundry capital spending, while a decrease indicates diversification into memory or logic IDM segments.
Detailed definition
This metric measures the proportion of total revenue or capital equipment shipments derived specifically from the foundr...
Peer comparison
Peers in the wafer fabrication equipment space typically report revenue splits by customer type, such as foundry, logic, and memory, to highlight cyclical exposure.
Metric ID:
lrcx_segment_foundry_concentrationHistorical Data
19 periods
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 1% | 25% | 31% | 21% | 34% | 31% | 46% | 2% | 36% | 38% | 44% | 1% | 41% | 35% | 48% | 3% | 60% | 59% | 54% |
| QoQ Change | — | >999% | +24.0% | -32.3% | +61.9% | -8.8% | +48.4% | -95.7% | >999% | +5.6% | +15.8% | -97.7% | >999% | -14.6% | +37.1% | -93.7% | >999% | -1.7% | -8.5% |
| YoY Change | — | — | — | — | +36.0% | +0.0% | +119.0% | — | +5.9% | +22.6% | -4.3% | -50.0% | +13.9% | -7.9% | +9.1% | +200.0% | +46.3% | +68.6% | +12.5% |
Range1% – 60%
CAGR+142.6%
Avg YoY Growth+33.7%
Median YoY Growth+13.2%
Current Streak2 quarters decline
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Frequently Asked Questions
- What is Lam Research's foundry — concentration?
- Lam Research (LRCX) reported foundry — concentration of 54.0% in Q1 2026.
- How has Lam Research's foundry — concentration changed year-over-year?
- Lam Research's foundry — concentration increased by 12.5% year-over-year, from 48.0% to 54.0%.
- What is the long-term trend for Lam Research's foundry — concentration?
- Over 3 years (2021 to 2025), Lam Research's foundry — concentration has grown at a 10.5% compound annual growth rate (CAGR), from 94.0% to 127.0%.
- What does foundry — concentration mean?
- The percentage of total revenue generated from sales to foundry semiconductor manufacturers.