All suppliers
Foundry & EquipmentSEC filings
Lam Research (LRCX)
Etch and deposition for memory (HBM/DRAM) and advanced logic
Modeled AI capex flow
$3.9B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
30.0%
of revenue (latest 10-K)
Top hyperscaler customer
AMZN
modeled $1.1B flow
Forward visibility
—
not separately disclosed
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Amazon (AMZN) | $1.1B | 28.5% |
| Microsoft (MSFT) | $0.9B | 23.3% |
| Meta Platforms (META) | $0.8B | 20.3% |
| Alphabet (GOOGL) | $0.8B | 19.4% |
| Oracle (ORCL) | $0.3B | 8.5% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
HBM ramp tailwind; memory segment ~40% of revenue and growing on AI.
View SEC filings page