Lam Research Corp.

While writing our Semiconductor Industry Report, one wafer fabrication supplier stood out; a company that appears indispensable to the semiconductor value chain, boasts a market cap of over $100 billion, and yet I had never heard of before: Lam Research Corporation (from now on: Lam).

The company produces the machines that are critical to produce high-end semiconductors, and due to that fact (just like ASML), could have a lot of pricing power. We love pricing power. In this analysis, we will uncover whether Lam has pricing power, or if that isn’t the case due to fierce competition.

Let's dive in!

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