Foundry — Concentration
Products & Services · ConcentrationLam Research Foundry — Concentration decreased by 1.7% to $0.59 in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 68.6%, from $0.35 to $0.59. Over 4 years (FY 2021 to FY 2025), Foundry — Concentration shows an upward trend with a 20.8% CAGR.
Analysis
StatementSegment
CategoryMarket Position
SignalContext dependent
VolatilityModerate
First reportedQ3 2018
Last reportedQ4 2025
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
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$0.03 | $0.25 | $0.31 | $0.21 | $0.12 | $0.34 | $0.31 | $0.46 | -$0.09 | $0.36 | $0.38 | $0.44 | -$0.06 | $0.41 | $0.35 | $0.48 | $0.12 | $0.60 | $0.59 |
| QoQ Change | — | +933.3% | +24.0% | -32.3% | -42.9% | +183.3% | -8.8% | +48.4% | -119.6% | +500.0% | +5.6% | +15.8% | -113.6% | +783.3% | -14.6% | +37.1% | -75.0% | +400.0% | -1.7% |
| YoY Change | — | — | — | — | +500.0% | +36.0% | +0.0% | +119.0% | -175.0% | +5.9% | +22.6% | -4.3% | +33.3% | +13.9% | -7.9% | +9.1% | +300.0% | +46.3% | +68.6% |
Range-$0.09 – $0.60
CAGR+93.9%
Avg YoY Growth+64.5%
Median YoY Growth+22.6%
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Lam Research's foundry — concentration?
- Lam Research (LRCX) reported foundry — concentration of $0.59 in Q4 2025.
- How has Lam Research's foundry — concentration changed year-over-year?
- Lam Research's foundry — concentration increased by 68.6% year-over-year, from $0.35 to $0.59.
- What is the long-term trend for Lam Research's foundry — concentration?
- Over 4 years (2021 to 2025), Lam Research's foundry — concentration has grown at a 20.8% compound annual growth rate (CAGR), from $0.84 to $1.79.
- What does foundry — concentration mean?
- The percentage of total revenue generated from sales to foundry semiconductor manufacturers.