Applied Materials vs Lam Research: AI supply-chain exposure compared
Applied Materials carries the heavier AI-chain exposure (Applied Materials 62/100 vs Lam Research 60/100). They share 3 parts of the chain — including Foundry capacity, Deposition & etch equipment, HBM. Each owns 1 binding node.
Based on 4 mapped exposures for Applied Materials and 4 for Lam Research.
Applied MaterialsAMAT · Chips- Chain weight
- 62/100
- Parts exposed
- 4
- Layers spanned
- 1
- Bottlenecks owned
- 1
Lam ResearchLRCX · Chips- Chain weight
- 60/100
- Parts exposed
- 4
- Layers spanned
- 1
- Bottlenecks owned
- 1
Where they overlap
Only Applied Materials
Only Lam Research
Frequently asked
Is Applied Materials or Lam Research more exposed to the AI supply chain?
Applied Materials, on the model's chain-weight (Applied Materials 62/100 vs Lam Research 60/100).
What do Applied Materials and Lam Research have in common in the AI chain?
Both are exposed to Foundry capacity, Deposition & etch equipment, HBM.
How is this Applied Materials vs Lam Research comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.