Memory — Concentration
Products & Services · ConcentrationLam Research Memory — Concentration increased by 477.8% to $0.34 in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 2.9%, from $0.35 to $0.34. Over 3 years (FY 2021 to FY 2024), Memory — Concentration shows a downward trend with a -11.2% CAGR.
Analysis
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.
lrcx_segment_memory_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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$0.01 | $0.64 | $0.58 | $0.66 | -$0.16 | $0.52 | $0.50 | $0.32 | $0.11 | $0.38 | $0.48 | $0.44 | -$0.01 | $0.35 | $0.50 | $0.43 | -$0.09 | $0.34 |
| QoQ Change | — | >999% | -9.4% | +13.8% | -124.2% | +425.0% | -3.8% | -36.0% | -65.6% | +245.5% | +26.3% | -8.3% | -102.3% | >999% | +42.9% | -14.0% | -120.9% | +477.8% |
| YoY Change | — | — | — | — | <-999% | -18.8% | -13.8% | -51.5% | +168.7% | -26.9% | -4.0% | +37.5% | -109.1% | -7.9% | +4.2% | -2.3% | -800.0% | -2.9% |
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Frequently Asked Questions
- What is Lam Research's memory — concentration?
- Lam Research (LRCX) reported memory — concentration of $0.34 in Q3 2025.
- How has Lam Research's memory — concentration changed year-over-year?
- Lam Research's memory — concentration decreased by 2.9% year-over-year, from $0.35 to $0.34.
- What is the long-term trend for Lam Research's memory — concentration?
- Over 3 years (2021 to 2024), Lam Research's memory — concentration has grown at a -11.2% compound annual growth rate (CAGR), from $1.83 to $1.28.
- What does memory — concentration mean?
- The percentage of total revenue generated from customers in the memory semiconductor manufacturing market.