Market Share
~35% etch
Key Product
Dielectric etch and ALD systems
Supplies To
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Lam Research is a leading supplier of etch and atomic layer deposition (ALD) equipment, controlling approximately 35% of the global etch market. Its systems are used in critical steps like 3D NAND memory fabrication and high aspect ratio contact etching for advanced logic. Lam's equipment is integral to TSMC's leading-edge logic process and to every major memory manufacturer's NAND and DRAM production. US export controls have required Lam to obtain licenses before shipping its most advanced etch tools to Chinese customers, significantly impacting its China revenue. The company is also developing new etch technologies required for the sub-2nm gate-all-around era.