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Lam Research SUPPLY CHAIN TRACE

EQUIPMENT🇺🇸 United States · LRCX · NASDAQ

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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UPSTREAM — SUPPLIERS

Rare Earths (CN)

Dominant refined rare-earth supplier (Nd, Dy for precision equipment magnets)

Chokepoint🇨🇳
RAW MATERIALSsupplies rare-earth magnets to

High-Purity Quartz (US)

Unique ultra-pure quartz deposits for fused-silica optics and quartz process chambers

Chokepoint🇺🇸
RAW MATERIALSsupplies quartz process chambers to

↓ all supply to Lam Research ↓

Lam Research

Leading supplier of etch and deposition equipment

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~35% etch
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↓ Lam Research supplies to ↓

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies etch tools to

Samsung Foundry

Second-largest advanced foundry, competing at 3nm

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FOUNDRIESsupplies etch tools to

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies legacy etch tools to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

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FOUNDRIESsupplies etch tools to

Rapidus

Japan's government-backed foundry targeting 2nm by 2027

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FOUNDRIESsupplies etch tools to

GlobalFoundries

US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications

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FOUNDRIESsupplies etch tools to

UMC

Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips

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FOUNDRIESsupplies etch tools to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies etch/deposition tools to

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

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MEMORY (HBM)supplies etch/deposition tools to

Micron

Only US-based DRAM and HBM maker

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MEMORY (HBM)supplies etch/deposition tools to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies etch/deposition tools to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

🇨🇳
MEMORY (HBM)supplies etch/deposition tools to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Lam Research's role in the AI chip supply chain?

Leading supplier of etch and deposition equipment

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