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
1
52w range compression, breakout-adjusted
Watched
100
7-day news volume + tape quietness
Sound
100
Margins, growth, FCF composite
Critical
77
Supply-chain concentration × demand
Pressure
63
Pricing Power
50.5%
Filling fast
Numbers on the wire.
Market cap
$378.2B
P/E (TTM)
50.44
P/S (TTM)
15.77
EV / EBITDA
74.55
Gross margin
50.47%
Op margin
35.29%
Net margin
31.27%
FCF margin
—
Rev growth YoY
26.02%
EPS growth YoY
38.62%
ROE
66.97%
ROA
33.17%
Debt / Equity
0.30
Current ratio
2.63
Price / Book
41.21
Beta
1.95
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.
From the EDGAR wire.
From the tape.
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