Lam Research controls roughly 35% of the global etch market and is a leading supplier of atomic layer deposition (ALD) systems, both essential for 3D NAND and advanced logic manufacturing. Its tools define critical steps in AI chip production, from the high-aspect-ratio etching in DRAM to the dielectric layers in TSMC's leading-edge nodes. US export controls have significantly limited Lam's ability to sell its most advanced equipment to Chinese customers since 2023.
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Lam Research
Leading supplier of etch and deposition equipment
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Lam Research
Leading supplier of etch and deposition equipment
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DOWNSTREAM — CUSTOMERS