Concentration

Name: Lam Research Concentration by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Lam Research·Products & Services·3 segments·Rolls up to Concentration Risk %

Breakdown

Segment	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26	Q2 '26	Q3 '26
Foundry	1%	41%	35%	48%	3%	60%	59%	54%
Memory	—	35%	50%	43%	—	34%	—	39%
Logic/integrated device manufacturing	1%	24%	15%	9%	—	6%	7%	7%
Total	—	—	—	—	—	—	—	—

Logic/integrated device manufacturingView metric

Segment	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26	Q2 '26	Q3 '26
Foundry	1%	41%	35%	48%	3%	60%	59%	54%
Memory	—	35%	50%	43%	—	34%	—	39%
Logic/integrated device manufacturing	1%	24%	15%	9%	—	6%	7%	7%
Total	—	—	—	—	—	—	—	—