WIDE MOAT STOCKS COMPARISON

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Stock Comparison

ASM International N.V. vs Lam Research Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

ASM International N.V.

ASM · Euronext Amsterdam

Market cap (USD)$52.3B
Gross margin (TTM)51.8%
Operating margin (TTM)30.2%
Net margin (TTM)31.9%
SectorTechnology
IndustrySemiconductor equipment and materials
CountryNL
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into ASM International N.V.'s moat claims, evidence, and risks.

View ASM analysis

Lam Research Corporation

LRCX · The Nasdaq Stock Market (Nasdaq Global Select Market)

Market cap (USD)$417.8B
Gross margin (TTM)50.5%
Operating margin (TTM)35.3%
Net margin (TTM)31.3%
SectorTechnology
IndustrySemiconductor equipment and materials
CountryUS
Data as of2026-08-23
83/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Lam Research Corporation's moat claims, evidence, and risks.

View LRCX analysis

Comparison highlights

  • Moat score gap: Lam Research Corporation leads (83 / 100 vs 82 / 100 for ASM International N.V.).
  • Segment focus: ASM International N.V. has 2 segments (77.4% in Wafer-processing equipment); Lam Research Corporation has 2 segments (64.1% in Systems).
  • Moat breadth: ASM International N.V. has 3 moat types across 2 domains; Lam Research Corporation has 3 across 2.

Primary market context

ASM International N.V.

Wafer-processing equipment

Market

Semiconductor deposition and thermal-processing equipment (ALD, silicon and SiC epitaxy, CVD/PECVD, vertical furnaces, and chemical mechanical polishing)

Geography

Global

Customer

Semiconductor manufacturers across logic/foundry, memory, power, analog, and wafer markets

Role

Wafer-fabrication equipment supplier

Revenue share

77.4%

Lam Research Corporation

Systems

Market

Wafer fabrication equipment (etch, deposition, clean and related wafer processing tools)

Geography

Global

Customer

Semiconductor manufacturers (memory, foundry, logic/IDM)

Role

Equipment OEM

Revenue share

64.1%

Side-by-side metrics

ASM International N.V.
Lam Research Corporation
Ticker / Exchange
ASM - Euronext Amsterdam
LRCX - The Nasdaq Stock Market (Nasdaq Global Select Market)
Market cap (USD)
$52.3B
$417.8B
Gross margin (TTM)
51.8%
50.5%
Operating margin (TTM)
30.2%
35.3%
Net margin (TTM)
31.9%
31.3%
Sector
Technology
Technology
Industry
Semiconductor equipment and materials
Semiconductor equipment and materials
HQ country
NL
US
Primary segment
Wafer-processing equipment
Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
82 / 100
83 / 100
Moat domains
Supply, Demand
Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Design In QualificationInstalled Base Consumables

ASM International N.V. strengths

Learning Curve Yield

Lam Research Corporation strengths

Capex Knowhow Scale

Segment mix

ASM International N.V. segments

Full profile >

Wafer-processing equipment

Oligopoly

77.4%

Spares and services

Quasi-Monopoly

22.6%

Lam Research Corporation segments

Full profile >

Systems

Oligopoly

64.1%

Customer Support Business Group (CSBG)

Quasi-Monopoly

35.9%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.