Lam Research → GlobalFoundries
Yes, wafergraph tracks Lam Research as a supplier of GlobalFoundries, as of 2026-09-16. GlobalFoundries sources from 166 tracked suppliers in this dataset; Lam Research is positioned as a leader in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Lam Research (leader in Equipment (Front End)) is a tracked supplier of GlobalFoundries (major in Foundry). Etch leader, critical to 3D NAND and advanced logic patterning. Largest US-based pure-play foundry, focused on specialty nodes. The edge is one of 166 tracked suppliers of GlobalFoundries and one of 9 tracked customers of Lam Research.
Source: derived from both company records and the counted edges.
Concentration / risk note
Lam Research is positioned as a leader in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Lam Research (supplier)
Etch leader, critical to 3D NAND and advanced logic patterning.
GlobalFoundries (customer)
Largest US-based pure-play foundry, focused on specialty nodes.
Other tracked suppliers of GlobalFoundries
Other tracked customers of Lam Research
Cite as: wafergraph, “Lam Research → GlobalFoundries — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/lam_research/globalfoundries/ (data as of 2026-09-16).
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