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Lam Research Corp (LRCX) operating KPIs

LRCXNasdaqSpecial Industry Machinery, NECFiscal year ends June 27
Financials through Q4 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Oct 22, 2026Score 21/3065% above fair value
$239.11−15.28 (-6.01%)

Close on Oct 30, 2026Market cap $299.20BP/E 41.5Yield 0.43%

Lam Research systems revenue share — DRAM (including High-Bandwidth Memory / HBM & TSV) (%)

DRAM wafer fabrication equipment share of total Systems revenue (20% in Q1 FY27; 23% in Q4 FY26), driven by 1alpha/1beta/1gamma nodes, HBM TSV Syndion etch, and SABRE 3D copper plating.

Latest, Q1 FY27
20.0%
Period ended Sep 27, 2026
Change on a year earlier
+4.0 pts
16.0% in Q1 FY26
History
27 quarters
Since Q1 FY20
Sources
23
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedSystems revenue share — DRAM (including High-Bandwidth Memory / HBM & TSV) (%)Year on yearSource
Q1 FY27Sep 27, 202620.0%+4.0 ptsLam Research FY2027Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY26Jun 28, 202623.0%–Lam Research FY2026Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY26Mar 29, 202627.0%–Lam Research FY2026Q3 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY26Dec 27, 202523.0%-3.0 ptsLam Research FY2026Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY26Sep 27, 202516.0%-8.0 ptsLam Research FY2026Q2 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY25Dec 27, 202426.0%-5.0 ptsLam Research FY2025Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY25Sep 27, 202424.0%+1.0 ptsLam Research FY2025Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY24Jun 28, 202419.0%+10.0 ptsLam Research FY2024Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY24Mar 29, 202423.0%+14.0 ptsLam Research FY2024Q3 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY24Dec 27, 202331.0%+20.0 ptsLam Research FY2024Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY24Sep 27, 202323.0%+10.0 ptsLam Research FY2024Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY23Jun 28, 20239.0%-5.0 ptsLam Research FY2023Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY23Mar 29, 20239.0%-18.0 ptsLam Research FY2023Q4 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY23Dec 27, 202211.0%-12.0 ptsLam Research FY2023Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY23Sep 27, 202213.0%-6.0 ptsLam Research FY2023Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY22Jun 28, 202214.0%+4.0 ptsLam Research FY2022Q4 Earnings Call Transcript (The Motley Fool) ↗

Cite this data

StockData. (2026). Lam Research Systems revenue share — DRAM (including High-Bandwidth Memory / HBM & TSV) (%), quarterly Q1 FY20–Q1 FY27 [Data set]. Compiled from Lam Research SEC filings and investor materials. https://stockdatahq.com/stocks/lrcx/kpis/sys-pct-dram

See every metric in the Lam Research KPI table. Data updated Oct 25, 2026.