Who supplies Lam Research, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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11 companies with a disclosed relationship to Lam Research · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Semicap Equipment (3) | ||||||||||
| ONTO | Metrology adjacency | partner | - | - | - | - | - | 21 | 15% exp77 | |
| KLAC | Process control adjacency | partner | - | - | - | - | - | 13 | 15% exp77 | |
| ASML | Litho adjacency | partner | - | - | - | - | - | 5 | 15% exp77 | |
| Memory & Storage (3) | ||||||||||
| MU | DRAM and NAND, its largest end market | customer | - | - | - | - | - | 18 | 15% exp77 | |
| WDC | Storage media capacity | customer | - | - | - | - | - | 3 | 15% exp77 | |
| SNDK | NAND capacity | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Foundry (2) | ||||||||||
| INTC | Fab tooling | customer | - | - | - | - | - | 13 | 15% exp77 | |
| TSM | Etch and deposition at leading edge | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Components (1) | ||||||||||
| MKSI | Vacuum and flow subsystems | supplier | - | - | - | - | - | 39 | 20% exp79 | |
| Materials (1) | ||||||||||
| ENTG | Process chemistries and filtration | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | Demand driver through HBM and logic capex | customer | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.