Artificial Intelligence

The Stack

Raw Materials

The Stack
  1. APP
  2. PLAT
  3. SUP
  4. CHIP
  5. SEMI
  6. RAW

Lam Research

LRCX

Etch and deposition tools; with Applied and Tokyo Electron, one of three that fabs cannot do without.

36 mapped companies rest on this, directly or through others.

Depends on

Nothing in the mapped stack.

Carries

  • TSMC