Discontinued — last reported Q4 '22

Current Assets

Raw materials

Lam Research Raw materials decreased by 2.5% to $2.51B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 9.2%, from $2.76B to $2.51B. Over 4 years (FY 2021 to FY 2025), Raw materials shows an upward trend with a 15.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryEfficiency
SignalContext dependent
VolatilityModerate
First reportedQ3 2017
Last reportedQ4 2022
Parent metricInventories

How to read this metric

High levels may signal proactive supply chain hedging against shortages, while low levels could indicate lean inventory management or potential supply risks.

Detailed definition

The cost of basic components and supplies held for use in the manufacturing of finished products. This inventory serves...

Peer comparison

Standard across manufacturing sectors; levels vary based on supply chain strategy and lead times.

Metric ID: inv_raw_materials

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.52B$1.61B$1.85B$2.17B$2.40B$2.68B$3.16B$3.22B$3.20B$3.20B$3.14B$3.02B$2.92B$2.84B$2.82B$2.76B$2.66B$2.58B$2.57B$2.51B
QoQ Change+6.1%+14.6%+17.5%+10.6%+11.6%+17.8%+2.0%-0.7%+0.2%-1.8%-3.9%-3.3%-2.9%-0.6%-2.2%-3.5%-3.0%-0.5%-2.5%
YoY Change+58.0%+66.2%+70.8%+48.3%+33.1%+19.5%-0.4%-6.2%-8.6%-11.4%-10.2%-8.7%-8.9%-9.0%-8.9%-9.2%
% of Inventories56.5%56.2%60.1%62.4%60.5%61.5%65.5%66.0%66.4%67.5%71.0%69.9%69.3%67.4%64.8%61.8%61.8%63.1%63.7%62.6%
Share Change-0.3pp+3.9pp+2.3pp-1.8pp+0.9pp+4.0pp+0.5pp+0.4pp+1.1pp+3.5pp-1.1pp-0.6pp-1.8pp-2.7pp-2.9pp-0.0pp+1.3pp+0.6pp-1.0pp
Range$1.52B$3.22B
CAGR+11.1%
Avg YoY Growth+13.4%
Median YoY Growth-7.4%
Current Streak10 quarters decline

Frequently Asked Questions

What is Lam Research's raw materials?
Lam Research (LRCX) reported raw materials of $2.51B in Q1 2026.
How has Lam Research's raw materials changed year-over-year?
Lam Research's raw materials decreased by 9.2% year-over-year, from $2.76B to $2.51B.
What is the long-term trend for Lam Research's raw materials?
Over 4 years (2021 to 2025), Lam Research's raw materials has grown at a 15.1% compound annual growth rate (CAGR), from $1.52B to $2.66B.
What does raw materials mean?
The value of basic materials and supplies waiting to be used in production.