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$321.12+4.68%as of 12:11 PM ET

LRCX — Lam Research Corporation

Etch and deposition equipment company; reactive-ion etch (RIE) and atomic layer deposition (ALD) tools relevant to superconducting qubit fabrication (niobium resonator patterning, dielectric gap-layer deposition).

Coiled

52w range compression, breakout-adjusted

Watched

100

7-day news volume + tape quietness

Sound

100

Margins, growth, FCF composite

Critical

Supply-chain concentration × demand

Pressure

Pricing Power

50.0%

Filling fast

Numbers on the wire.

Market cap

$383.6B

P/E (TTM)

59.92

P/S (TTM)

18.54

EV / EBITDA

66.77

Gross margin

49.98%

Op margin

34.26%

Net margin

30.94%

FCF margin

—

Rev growth YoY

26.53%

EPS growth YoY

47.61%

ROE

65.79%

ROA

31.41%

Debt / Equity

0.35

Current ratio

2.54

Price / Book

23.62

Beta

1.88

Layer Presence.

Quantum Supporting Hardware & CryogenicsPhysical vapor deposition, sputtering, and lithography tools used in Josephson junction and niobium superconducting circuit patterning.70%

Lam Research's etch and deposition tools are used in superconducting qubit fabrication for resonator patterning and passivation layers. Quantum is a rounding error of LRCX's ~$17B revenue today. Similar optionality profile to AMAT. Risk: decade-scale timeline to commercial foundry volumes.

LRCX — Lam Research Corporation

Numbers on the wire.

Layer Presence.

From the EDGAR wire.

From the tape.