Lam Research Corp (LRCX) — the peer cohort

As of 2026-09-25 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Lam Research Corp ranks 15 of 16 in its cohort on the Closelooknet composite (56/100) — the cohort is led by Taiwan Semiconductor Manufacturing at 72/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
LRCX Lam Research Corp	56	53	81	21	bull	30%
TSM Taiwan Semiconductor Manufacturing	72	74	87	65	bull	5.8%
MU Micron Technology Inc	70	76	87	50	info	13.9%
005930.KS Samsung Electronics Co Ltd	69	57	73	78	bull	23.8%
SNDK Sandisk Corp	69	61	94	47	watch	25.5%
000660.KS SK Hynix Inc	69	37	94	73	watch	37.7%
NVDA NVIDIA Corporation	66	77	94	35	info	4.9%
AMD Advanced Micro Devices Inc	64	95	51	20	bull	0.2%
APH Amphenol Corporation	63	73	72	35	info	6.9%
ASML ASML Holding NV ADR	62	65	84	20	bull	13.9%
CRDO Credo Technology Group Holding Ltd	61	58	82	13	bear	36.5%
ALAB Astera Labs, Inc.	60	65	75	7	watch	27.8%
ASM.AS ASM International NV	59	48	74	28	bull	23.7%
ASML.AS ASML Holding N.V.	63	62	84	21	bull	13.7%
TER Teradyne Inc	58	57	77	25	watch	20.5%
ONTO Onto Innovation Inc	56	55	47	26	bear	27.6%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-09-25

Quick answers

Who are Lam Research Corp's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Taiwan Semiconductor Manufacturing (TSM), Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930.KS), Sandisk Corp (SNDK), SK Hynix Inc (000660.KS), NVIDIA Corporation (NVDA), Advanced Micro Devices Inc (AMD), Amphenol Corporation (APH) and others.

How does LRCX score against its peers?

Lam Research Corp's composite reads 56/100, ranking 15 of 16 in its cohort as of 2026-09-25; the cohort's highest composite is Taiwan Semiconductor Manufacturing at 72/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where LRCX appears in the diary — 12 pieces, newest first. Every link is our own writing.

Dailies

Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026The equipment three rose hard on Friday and still lost the week: Applied Materials $444.57, +6.5% on the day and −2.6% over five sessions; Lam Research $288.11, +7.0% and −3.4%; KLA $176.99, +4.7% and −2.0%.
Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026Applied Materials +4.4% to $435.73, Lam Research +5.2% to $283.41, KLA +2.7% to $173.56 — the equipment three that only stopped falling on Thursday are leading the semiconductor ETF +1.1% to $524.57 at midday, above the $505 and $517.43…
Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026The design side was bought wide — Arm +8.6%, Intel +7.7%, AMD +6.4% to $545.09, Micron +5.5% to $977.50, Marvell +4.8%, TSMC +3.0%, Nvidia +2.5% to $219.34, Astera Labs +9.1% — and the equipment three only stopped falling: Applied…
Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026The sort we have carried since Monday held its shape: the design names were bought, AMD +1.6% to $512.50, Marvell +3.6%, TSMC +1.2%, Arm +0.9%, Nvidia +0.8% to $213.90; the equipment names were sold a third session, Applied Materials…
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026The reading we set on Tuesday — equipment against design as the volume question — leans the right way today: KLA +1.5%, Lam Research +0.8%, Applied Materials +0.2%, all green, none leading.
Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026Lam Research, Applied Materials and KLA, each down 1% to 2% at noon, all closed flat; the design names kept their bounce — AMD +2.8% to $507.32, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% to $213.38 — and Micron +0.9% and the memory ETF +1.9%…
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Inside chips the split we flagged yesterday as the one that leans toward a volume question is still there: the equipment names are sold again — Lam Research −2.3%, Applied Materials −1.2%, KLA −0.9% — and Broadcom is −1.4%, TSMC’s US line…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The components priced on a race are being sold: Astera Labs −9.9%, Arm −8.9%, SK Hynix’s US line −7.3%, Lam Research −7.2%, Marvell −6.3%, SanDisk −6.3%, Micron −5.6%, Super Micro −5.5%, CoreWeave −5.2%, Intel −5.0%, AMD −4.8% to $491…

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.