Compare · LRCX vs MKSI
LRCX vs MKSI
Side-by-side comparison of Lam Research Corporation (LRCX) and MKS Inc. (MKSI): market cap, price performance, sector, and recent activity on the wire.
Summary
- LRCX operates in Technology, while MKSI operates in Industrials - the two are in different parts of the market.
- LRCX is the larger of the two at $391.80B, about 17.9x MKSI ($21.93B).
- Over the past year, LRCX is up 207.9% and MKSI is up 214.4% - MKSI leads by 6.5 points.
- Both names hit the wire about 5 times in the past 4 weeks.
- Both have 25 recent analyst ratings on file.
- Company
- Lam Research Corporation
- MKS Inc.
- Price
- $313.12-2.44%
- $324.53-1.89%
- Market cap
- $391.80B
- $21.93B
- 1M return
- -15.23%
- -11.36%
- 1Y return
- +207.90%
- +214.42%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1984
- 1999
- News (4w)
- 5
- 5
- Recent ratings
- 25
- 25
Lam Research Corporation
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
MKS Inc.
MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes worldwide. Its Vacuum & Analysis segment offers pressure and vacuum control solutions, including direct and indirect pressure measurement; materials delivery solutions comprising flow and valve technologies, as well as integrated pressure measurement and control subsystems, which provide customers with precise control capabilities; power delivery products, such as microwave, power delivery systems, radio frequency matching networks, and metrology products used in providing energy to etching, stripping, and deposition processes; and plasma and reactive gas products. The company's Light & Motion segment offers laser-based systems, such as amplifiers, fiber lasers, diode-pumped solid-state lasers, high-energy pulsed lasers, and tunable lasers; and photonics products comprising optical components, lens assemblies, and vibration isolation solutions, as well as instruments and motion products, such as high-precision motion stages and controls, hexapods, photonics instruments for measurement and analysis, and production equipment for test and measurement. Its Equipment & Solutions segment provides laser-based systems for printed circuit board (PCB) manufacturing, including flexible interconnect PCB processing systems and high-density interconnect solutions for rigid PCB manufacturing and substrate processing, as well as passive component multilayer ceramic capacitor testing. The company serves semiconductor, industrial technologies, life and health sciences, research, and defense markets. It markets and sells its products and services through its direct sales organization, independent distributors, and sales representatives, as well as through its websites and product catalogs. MKS Instruments, Inc. was founded in 1961 and is headquartered in Andover, Massachusetts.
Latest LRCX
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving
- Director Talwalkar Abhijit Y sold $6,124,470 worth of shares (18,282 units at $335.00) as part of a pre-agreed trading plan, decreasing direct ownership by 17% to 87,142 units (SEC Form 4)
- Lam Research Corporation Announces June Quarter Financial Conference Call
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $11,700,300 worth of shares (30,000 units at $390.01) as part of a pre-agreed trading plan (SEC Form 4)
- Taiwan Semiconductor Suppliers Are Moving to the US, Creating New Opportunities
- SEC Form 11-K filed by Lam Research Corporation
- Director Brandt Eric sold $20,011,346 worth of shares (54,500 units at $367.18) as part of a pre-agreed trading plan, decreasing direct ownership by 27% to 144,705 units (SEC Form 4)
- Director Brandt Eric sold $19,118,360 worth of shares (54,500 units at $350.80) as part of a pre-agreed trading plan, decreasing direct ownership by 21% to 199,205 units (SEC Form 4)
- Senior Vice President Fernandes Neil J sold $2,371,226 worth of shares (7,659 units at $309.60) as part of a pre-agreed trading plan, decreasing direct ownership by 12% to 58,470 units (SEC Form 4)
- SEC Form SD filed by Lam Research Corporation
Latest MKSI
- SEC Form SCHEDULE 13G filed by MKS Inc.
- MKS Inc. Named in U.S. News & World Report’s 2026-2027 Best Companies to Work For
- MKS Inc. Announces Second Quarter 2026 Earnings Conference Call
- MKS Named by Time as One of America’s Best Companies for 2026
- BMO Capital Markets initiated coverage on MKS Inc. with a new price target
- MKS Expanding Manufacturing Capability to Enable Next Wave of AI Build-Out
- MKS Celebrates Opening of Supercenter Factory in Malaysia, Strengthening Semiconductor Manufacturing Capabilities
- EVP & COO Schreiner James Alan sold $1,210,370 worth of shares (3,500 units at $345.82), decreasing direct ownership by 15% to 19,201 units (SEC Form 4)
- EVP & COO Schreiner James Alan sold $247,905 worth of shares (781 units at $317.42) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 22,701 units (SEC Form 4)
- SVP & Chief Accounting Officer Mccarthy Michelle M sold $767,270 worth of shares (2,434 units at $315.23) as part of a pre-agreed trading plan, decreasing direct ownership by 100% to 2 units (SEC Form 4)