Products & Services · Concentration
Memory — Concentration
Lam Research Memory — Concentration increased by 14.7% to 39.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 9.3%, from 43.0% to 39.0%.
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 higher sensitivity to memory market cycles and potential volatility in demand, while a decrease indicates greater diversification into logic or foundry segments.
Detailed definition
This metric measures the proportion of total revenue or capital equipment sales derived from customers operating within...
Peer comparison
Peers in the wafer fabrication equipment industry often disclose revenue splits by end-market, allowing for benchmarking against companies with higher logic or foundry exposure like Applied Materials or ASML.
Metric ID:
lrcx_segment_memory_concentrationHistorical Data
14 periods
| Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 64% | 58% | 66% | 52% | 50% | 32% | 38% | 48% | 44% | 35% | 50% | 43% | 34% | 39% |
| QoQ Change | — | -9.4% | +13.8% | -21.2% | -3.8% | -36.0% | +18.8% | +26.3% | -8.3% | -20.5% | +42.9% | -14.0% | -20.9% | +14.7% |
| YoY Change | — | — | — | -18.8% | -13.8% | -51.5% | -26.9% | -4.0% | +37.5% | -7.9% | +4.2% | -2.3% | -2.9% | -9.3% |
Range32% – 66%
CAGR-14.1%
Avg YoY Growth-8.7%
Median YoY Growth-7.9%
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Lam Research's memory — concentration?
- Lam Research (LRCX) reported memory — concentration of 39.0% in Q1 2026.
- How has Lam Research's memory — concentration changed year-over-year?
- Lam Research's memory — concentration decreased by 9.3% year-over-year, from 43.0% to 39.0%.
- What does memory — concentration mean?
- The percentage of total revenue generated from customers in the memory semiconductor manufacturing market.