Logic/integrated device manufacturing — Concentration
Products & Services · ConcentrationLam Research Logic/integrated device manufacturing — Concentration increased by 16.7% to $0.07 in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 53.3%, from $0.15 to $0.07. Over 4 years (FY 2021 to FY 2025), Logic/integrated device manufacturing — Concentration shows a downward trend with a -12.9% CAGR.
Analysis
How to read this metric
An increase indicates higher exposure to logic chip production trends, while a decrease suggests a shift toward memory-focused revenue streams or a broader customer base.
Detailed definition
This metric measures the proportion of total revenue or capital equipment demand derived from customers operating in the...
Peer comparison
Peers in the semiconductor capital equipment industry often report revenue splits by customer type, such as foundry, logic, and memory, to highlight exposure to different semiconductor end-markets.
lrcx_segment_logic_integrated_device_manufacturing_concentrationHistorical Data
| 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 | $0.04 | $0.11 | $0.11 | $0.13 | $0.04 | $0.14 | $0.19 | $0.22 | -$0.02 | $0.26 | $0.14 | $0.12 | $0.07 | $0.24 | $0.15 | $0.09 | -$0.03 | $0.06 | $0.07 |
| QoQ Change | — | +175.0% | +0.0% | +18.2% | -69.2% | +250.0% | +35.7% | +15.8% | -109.1% | >999% | -46.2% | -14.3% | -41.7% | +242.9% | -37.5% | -40.0% | -133.3% | +300.0% | +16.7% |
| YoY Change | — | — | — | — | +0.0% | +27.3% | +72.7% | +69.2% | -150.0% | +85.7% | -26.3% | -45.5% | +450.0% | -7.7% | +7.1% | -25.0% | -142.9% | -75.0% | -53.3% |
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Frequently Asked Questions
- What is Lam Research's logic/integrated device manufacturing — concentration?
- Lam Research (LRCX) reported logic/integrated device manufacturing — concentration of $0.07 in Q4 2025.
- How has Lam Research's logic/integrated device manufacturing — concentration changed year-over-year?
- Lam Research's logic/integrated device manufacturing — concentration decreased by 53.3% year-over-year, from $0.15 to $0.07.
- What is the long-term trend for Lam Research's logic/integrated device manufacturing — concentration?
- Over 4 years (2021 to 2025), Lam Research's logic/integrated device manufacturing — concentration has grown at a -12.9% compound annual growth rate (CAGR), from $0.33 to $0.19.
- What does logic/integrated device manufacturing — concentration mean?
- The percentage of total business revenue generated from logic and integrated device manufacturer semiconductor customers.