{
  "slug": "lam-research-corporation",
  "symbol": "LRCX",
  "name": "Lam Research Corp",
  "fiscalYearEnd": "2026-06-28",
  "filing": {
    "accession": "0000707549-26-000037",
    "form": "10-K",
    "filed": "2026-08-07",
    "url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000037/lrcx-20260628.htm"
  },
  "model": "claude-haiku-5-5",
  "promptVersion": "2026-10-31.2",
  "generatedAt": "2026-10-31T20:02:02.211327+00:00",
  "segments": null,
  "sections": {
    "businessModel": [
      {
        "de": "Das Unternehmen liefert Anlagen und Dienstleistungen für die Waferfertigung an die Halbleiterindustrie.",
        "en": "The company supplies wafer fabrication equipment and services to the semiconductor industry.",
        "quote": "We are a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry."
      },
      {
        "de": "Die Customer Support Business Group bietet Produkte und Dienstleistungen für bereits installierte Anlagen der Kunden.",
        "en": "The Customer Support Business Group provides products and services for equipment that customers have already installed.",
        "quote": "Our Customer Support Business Group (“CSBG”) provides products and services to maximize installed equipment performance, predictability, and operational efficiency."
      },
      {
        "de": "Die Produktlinie Reliant bietet neue und überholte, weniger fortschrittliche Anlagen für Abscheidung, Ätzen und Reinigung, die nicht die fortschrittlichste Waferbearbeitung benötigen.",
        "en": "The Reliant product line offers new and refurbished, less advanced equipment for deposition, etch and clean work that does not need the most advanced wafer processing.",
        "quote": "our Reliant® product line offers new and refurbished non-leading edge products in deposition, etch and clean markets for those applications that do not require the most advanced wafer processing capability."
      },
      {
        "de": "Abscheidungsprozesse erzeugen Schichten aus isolierenden und leitenden Materialien, aus denen ein Halbleiterbauelement aufgebaut wird.",
        "en": "Deposition processes create layers of insulating and conducting materials used to build a semiconductor device.",
        "quote": "Deposition processes create layers of dielectric (insulating) and metal (conducting) materials used to build a semiconductor device."
      },
      {
        "de": "Ätzprozesse erzeugen Chipstrukturen, indem sie gezielt Materialien wie Dielektrika, Metalle und Silizium entfernen.",
        "en": "Etch processes create chip features by removing selected materials such as dielectric, metal and silicon.",
        "quote": "Etch processes create chip features by selectively removing dielectric, metal, silicon and poly silicon materials, including films that have been added during deposition."
      }
    ],
    "customers": [
      {
        "de": "Zu den Kunden gehören viele der weltweit führenden Halbleiterhersteller.",
        "en": "Customers include many of the world's leading semiconductor manufacturers.",
        "quote": "Our customers include many of the world’s leading semiconductor manufacturers."
      },
      {
        "de": "Zu den bedeutendsten Kunden zählen Micron Technology, Samsung Electronics, SK hynix und Taiwan Semiconductor Manufacturing Company.",
        "en": "Among the company's most significant customers are Micron Technology, Samsung Electronics, SK hynix and Taiwan Semiconductor Manufacturing Company.",
        "quote": "Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company."
      }
    ],
    "competition": [
      {
        "de": "Applied Materials ist der wichtigste Wettbewerber im Markt für Abscheidung von Dielektrika und Metallen.",
        "en": "Applied Materials is the main competitor in the dielectric and metals deposition market.",
        "quote": "Our primary competitor in the dielectric and metals deposition market is Applied Materials, Inc."
      },
      {
        "de": "Im Ätzmarkt sind die wichtigsten Wettbewerber Applied Materials, Hitachi und Tokyo Electron.",
        "en": "In etch, the main competitors are Applied Materials, Hitachi and Tokyo Electron.",
        "quote": "In the etch market, our primary competitors are Applied Materials, Inc.; Hitachi, Ltd.; and Tokyo Electron, Ltd."
      },
      {
        "de": "Halbleiterhersteller bewerten Anlagenlieferanten in vielen Bereichen, unter anderem bei Prozessleistung, Produktivität, Defektkontrolle, Kundenservice und Gesamtbetriebskosten.",
        "en": "Chip makers judge equipment suppliers in many areas, including process performance, productivity, defect control, customer support and overall cost of ownership, among others.",
        "quote": "Semiconductor manufacturers evaluate capital equipment suppliers in many areas, including but not limited to process performance, productivity, defect control, customer support, and overall cost of ownership"
      }
    ],
    "risks": [
      {
        "de": "Der Umsatz in China, einschließlich globaler Kunden und chinesischer Kunden mit Werken in China, lag bei etwa 34 Prozent, 34 Prozent und 42 Prozent des Gesamtumsatzes in den Geschäftsjahren 2026, 2025 und 2024.",
        "en": "Revenue in China, including global customers and Chinese customers with plants in China, was approximately 34%, 34% and 42% of total revenue for fiscal 2026, 2025 and 2024.",
        "quote": "Revenue in China, which includes global customers and domestic Chinese customers with manufacturing facilities in China, represented approximately 34%, 34%, and 42% of our total revenue for fiscal years 2026, 2025, and 2024, respectively."
      },
      {
        "de": "Bestimmte internationale Verkäufe des Unternehmens hängen davon ab, dass Exportlizenzen von der US-Regierung oder ausländischen Regierungen erteilt werden.",
        "en": "Certain of the company's international sales depend on getting export licenses from the U.S. or foreign governments.",
        "quote": "Certain of our international sales depend on our ability to obtain export licenses from the U.S. or foreign governments."
      },
      {
        "de": "Verkäufe an eine begrenzte Zahl großer Kunden machen einen bedeutenden Teil der gesamten Lieferungen, des Umsatzes, der Cashflows und der Rentabilität aus.",
        "en": "Sales to a limited number of large customers make up a significant part of total shipments, revenue, cash flows and profitability.",
        "quote": "Sales to a limited number of large customers constitute a significant portion of our overall shipments, revenue, cash flows, and profitability."
      },
      {
        "de": "Ein erheblicher Teil der Umsätze stammt aus einer begrenzten Zahl von Produkten.",
        "en": "A substantial share of revenue comes from a limited number of products.",
        "quote": "We derive a substantial percentage of our revenues from a limited number of products."
      },
      {
        "de": "Bestimmte Komponenten und Unterbaugruppen könnten nur von einem einzigen Lieferanten bezogen werden.",
        "en": "Certain components and sub-assemblies may only be available from a single supplier.",
        "quote": "Certain components and sub-assemblies that we include in our products may only be obtained from a single supplier."
      }
    ]
  }
}
