Lam Research
Base 50, components added, then compressed onto a 2–98 scale. The formula is published and identical on every page.
What Lam Research does
Specialises in etch and deposition, with unusually high exposure to memory manufacturing and the vertical stacking that HBM requires.
What moves LRCX
- HBM and NAND capacity additions
- China export licensing
- Installed base service revenue
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Common questions
How does HBM demand reach Lam Research?
Stacked memory needs far more etch and deposition steps per wafer than flat DRAM, so each unit of HBM capacity carries higher tool intensity.
What is Lam Research's sentiment score right now?
LRCX currently scores 77 out of 100, which reads as hot. The score combines one-day momentum, five-day trend, position in the 52-week range, headline flow and relative volume. The full breakdown is shown above.
Where does LRCX sit in the AI supply chain?
Lam Research is grouped under equipment & eda. The tools and software that make chips possible — lithography, deposition, etch, inspection and the design software behind every layout.