ASML vs. Lam Research: A Revenue Showdown

In the competitive world of semiconductor manufacturing, ASML Holding N.V. and Lam Research Corporation have been pivotal players. Over the past decade, ASML has consistently outpaced Lam Research in annual revenue growth. From 2014 to 2023, ASML's revenue surged by an impressive 370%, reaching a peak of approximately $27.6 billion in 2023. In contrast, Lam Research saw a 280% increase, culminating in a revenue of around $17.4 billion in the same year.

A Decade of Growth

ASML's revenue growth trajectory has been particularly remarkable since 2020, with a 97% increase over three years. Meanwhile, Lam Research experienced a 73% rise during the same period. This trend highlights ASML's dominant position in the market, driven by its cutting-edge lithography technology.

As we look to the future, the missing data for 2024 leaves room for speculation. Will Lam Research close the gap, or will ASML continue to lead the charge?