EBITDA Analysis: Evaluating Lam Research Corporation Against TE Connectivity Ltd.

A Decade of EBITDA Growth: Lam Research vs. TE Connectivity

In the ever-evolving landscape of technology and electronics, Lam Research Corporation and TE Connectivity Ltd. have emerged as formidable players. Over the past decade, Lam Research has demonstrated a remarkable growth trajectory, with its EBITDA increasing by nearly 500% from 2014 to 2023. This surge underscores its strategic prowess in the semiconductor industry. In contrast, TE Connectivity, a leader in connectivity and sensor solutions, has shown a steady EBITDA growth of approximately 30% over the same period, reflecting its resilience and adaptability in a competitive market.

Key Insights

• 2014-2023 Growth: Lam Research's EBITDA grew from under $1 billion to over $5.6 billion, while TE Connectivity's rose from $2.4 billion to $3.1 billion.
• Peak Performance: Both companies reached their EBITDA peaks in 2022, with Lam Research at $5.7 billion and TE Connectivity at $3.6 billion.

This analysis highlights the dynamic shifts and strategic maneuvers within these industry giants, offering valuable insights for investors and industry enthusiasts alike.