Lam Research and Applied Materials both posted strong quarterly results driven by AI-related semiconductor investments. Lam Research's focus on advanced etch technology closely aligns with ASML's high-margin EUV systems, making it a more direct beneficiary of ASML's growth in next-generation chip manufacturing. Applied Materials offers a broader product range, providing diversification but less direct correlation with ASML's EUV cycle. Looking ahead, Lam sees a $40 billion NAND upgrade opportunity by 2027, while Applied plans to double system output by 2028. Investors seeking tight exposure to ASML's EUV-driven growth may prefer Lam, while those wanting a diversified, defensive play might lean toward Applied.
Lam Research trades at USD 279.25, up 2.11%, while Applied Materials is at USD 432.01, up 1.84% as of Sep 15, 2026 18:13 WIB. ASML shares rose 3.18% to USD 1,625.24 on Pluang. Lam Research's closer link to ASML's EUV tech aligns with its solid market cap of $342.22B, compared to Applied's $336.65B, reflecting investor interest in semiconductor growth themes.
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