LR

Lam Research

LRCX

Hardware

Semiconductor deposition and etch equipment maker; its Fabtex Yield Optimizer, a Semiverse Solutions product, combines physics-based modeling with machine learning to diagnose fab yield issues.

Total funding—

Market cap$384.4B

Employees23,300

Founded1980

HeadquartersFremont, USA

StatusPublic

Product

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Fabtex Yield Optimizer Application

  Semiverse Solutions software that combines physics-based process modeling with machine learning to diagnose and resolve process-limited yield issues, letting fab engineers simulate process flows, identify failure modes and root-cause yield problems during technology-node ramp.

Similar products 13

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

KKLAPublic · $244.2BFabtex Yield Optimizer and Voyager 1035 do comparable work on industrial automation and semiconductor manufacturing equipment; ships hardware rather than the same layer.3 of 3 capabilitiesDifferent layerSame scale bandCompareAMApplied MaterialsPublic · $380.7BFabtex Yield Optimizer and Enlight 3 Optical Inspection do comparable work on industrial automation and semiconductor manufacturing equipment; same layer and the same scale band (large-cap).3 of 3 capabilitiesShared product typeSame scale bandCompareNNikonPublicFabtex Yield Optimizer and Inspect-X do comparable work on industrial automation; smaller scale (public).2 of 3 capabilitiesShared product typeCompareAAVEVAAcquiredFabtex Yield Optimizer and Industrial AI Assistant do comparable work on industrial automation; AVEVA is acquired, with no independent scale.2 of 3 capabilitiesShared product typeCompareSESchneider ElectricPublic · $200.4BFabtex Yield Optimizer and EcoStruxure Asset Advisor do comparable work on industrial automation; same layer and the same scale band (large-cap).2 of 3 capabilitiesShared product typeSame scale bandCompareAASMLPublic · $670.1BFabtex Yield Optimizer and ASML DUV lithography systems do comparable work on semiconductor manufacturing equipment; ships hardware rather than the same layer.1 of 3 capabilitiesDifferent layerSame scale bandCompareMFMind FoundryPrivate · $44M raisedFabtex Yield Optimizer and Sentry do comparable work on industrial automation; similar scale (private).2 of 3 capabilitiesShared product typeCompareSSiemensPublic · $244.7BFabtex Yield Optimizer and Senseye Predictive Maintenance do comparable work on industrial automation; same layer and the same scale band (large-cap).2 of 3 capabilitiesShared product typeSame scale bandCompareNNVIDIAPublic · $5.1TFabtex Yield Optimizer and NVIDIA Omniverse do comparable work on industrial automation; larger scale (public); ships hardware, infrastructure service and 2 more rather than the same layer.2 of 3 capabilitiesDifferent layerLarger scaleComparePPalantirPublic · $426.5BFabtex Yield Optimizer and Palantir Warp Speed do comparable work on industrial automation; ships infrastructure service and platform rather than the same layer.2 of 3 capabilitiesDifferent layerSame scale bandCompareHHoneywellPublicFabtex Yield Optimizer and Honeywell Forge (AI Engine) do comparable work on industrial automation; Honeywell's scale not recorded; ships platform rather than the same layer.1 of 3 capabilitiesDifferent layerCompareSSymboticPublic · $24.6BFabtex Yield Optimizer and SymBot do comparable work on industrial automation; smaller scale (public); ships platform and robot rather than the same layer.1 of 3 capabilitiesDifferent layerSmaller scaleCompareARAgility RoboticsPrivate · $2.5BFabtex Yield Optimizer and Digit do comparable work on industrial automation; smaller scale (private); ships platform and robot rather than the same layer.1 of 3 capabilitiesDifferent layerSmaller scaleCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Market cap

Third-party database · 24 Sep 2026

Monthly id-52 refresh, triggered by the FY2026 10-K/10-Q filings already on the record (data.md: EDGAR's own float figure is a trigger, never the number itself). The prior figure was the 10-K cover's aggregate NON-AFFILIATE value as of 2025-12-28, not a market cap.

Employees

Regulatory filing · 4 Aug 2026

Same 10-K: "As of August 4, 2026, we had approximately 23,300 regular full-time employees, of which over 26% were engaged in research and development."

Founded

Wikipedia · 22 Sep 2026

Founded 1980 in Fremont, California.

Revenue (TTM)

Regulatory filing · 28 Jun 2026

Lam Research Corporation Form 10-K, SEC, filed 2026-08-07, for fiscal year ended 2026-06-28. us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax per XBRL, $23,232,690,000, audited. CIK 0000707549.

Description

Regulatory filing · 28 Jun 2026

FY2026 10-K: "We are a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry."

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