System — Revenue
Products & Services · RevenueLam Research System — Revenue decreased by 5.4% to $3.36B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 27.9%, from $2.63B to $3.36B. Over 4 years (FY 2021 to FY 2025), System — Revenue shows an upward trend with a 5.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests strong demand for new semiconductor manufacturing capacity and successful product adoption, while a decrease may indicate a cyclical downturn in capital spending by chipmakers.
Detailed definition
This metric represents the total revenue generated from the sale of new semiconductor wafer fabrication equipment, speci...
Peer comparison
Comparable to 'Equipment Revenue' or 'Systems Sales' reported by other semiconductor capital equipment manufacturers like Applied Materials or Tokyo Electron.
lrcx_segment_systems_revenue_revenueHistorical 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 | $3.12B | $2.92B | $2.74B | $2.65B | $4.08B | $3.18B | $3.55B | $2.26B | $2.10B | $2.06B | $2.30B | $2.40B | $2.62B | $2.39B | $2.63B | $3.04B | $3.87B | $3.55B | $3.36B |
| QoQ Change | — | -6.2% | -6.3% | -3.3% | +53.9% | -22.0% | +11.5% | -36.4% | -6.9% | -2.1% | +11.8% | +4.2% | +9.5% | -8.8% | +9.7% | +15.6% | +27.5% | -8.3% | -5.4% |
| YoY Change | — | — | — | — | +30.7% | +8.8% | +29.5% | -14.9% | -48.5% | -35.4% | -35.2% | +6.2% | +24.9% | +16.3% | +14.2% | +26.7% | +47.6% | +48.3% | +27.9% |
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Frequently Asked Questions
- What is Lam Research's system — revenue?
- Lam Research (LRCX) reported system — revenue of $3.36B in Q4 2025.
- How has Lam Research's system — revenue changed year-over-year?
- Lam Research's system — revenue increased by 27.9% year-over-year, from $2.63B to $3.36B.
- What is the long-term trend for Lam Research's system — revenue?
- Over 4 years (2021 to 2025), Lam Research's system — revenue has grown at a 5.1% compound annual growth rate (CAGR), from $11.33B to $13.81B.
- What does system — revenue mean?
- Revenue generated from the sale of new semiconductor manufacturing equipment.