Who depends on Lam Research
1 listed supplier reports Lam Research as a customer worth 10% or more of their revenue, led by Ultra Clean Holdings at 37%.
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Suppliers that depend on Lam Research
Listed companies whose annual report names Lam Research as a customer worth 10% or more of their revenue. If Lam Research cuts orders or switches supplier, these are the companies that feel it.
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Ultra Clean HoldingsUCTT | 37% | ▲ from 32% | 16 years | FY 2025 · filed 23 Feb 2026 |
Formerly disclosed
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Ichor HoldingsICHR | 79% | last FY 2022 | 1 year | FY 2022 · filed 24 Feb 2023 |
| Advanced Energy IndustriesAEIS | 11% | last FY 2024 | 6 years | FY 2024 · filed 18 Feb 2025 |
About this data
US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.
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