Lam Research Corporation
LRCX
Jodie situation report
Lam Research Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- LRCX's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if LRCX's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind LRCX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMATApplied Materials, Inc.competitorAug 11, 2025 ▾
“Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc.”
HTHIYFiling-linked namecompetitorAug 11, 2025 ▾
“In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd., and our primary competitors in the wet clean market are Screen Holding Co., Ltd.; Semes Co., Ltd.; and Tokyo Electron, Ltd.”
Depended on by
ICHR76.0% of ICHRcustomerFeb 20, 2026 ▾
“For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LRCX is currently a Participant in the organic co-movement group Semiconductor & Aerospace Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for LRCX; it is not active in the latest market snapshot.