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Stock Comparison · Industry comparison · Semiconductor Equipment & Mate

Amkor Technology vs Lam Research: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Lam Research carrying a narrow edge on profitability. Amkor Technology still leads on growth and valuation, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Most of the separation is still concentrated in profitability.

INDUSTRY COMPARISON

Both operate in: Semiconductor Equipment & Materials

This comparison is based on industry proximity, not on functional trajectory similarity. AMKR and LRCX share the same industry classification.

For a similarity-based comparison, see how Amkor Technology and Lam Research each position within their functional peer groups in AssetNext.

Peer-Relative Score
AMKR
Amkor Technology, Inc.
51
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
LRCX
Lam Research Corporation
54
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: AMKR vs LRCX Profitability 36 72 Stability 25 33 Valuation 56 36 Growth 90 77 AMKR LRCX
Gap Ranking
#1 Profitability +36
#2 Valuation +20
#3 Growth +13
#4 Stability +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMKR and LRCX Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMKRLRCX Relative valuation Structural strength

Lam Research Corporation still looks cheaper, even though Amkor Technology, Inc. remains structurally stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where AMKR and LRCX each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AMKR Elevated · above norm 0th 50th 100th 0 pct gap LRCX Elevated · above norm 0th 50th 100th 99th 99th
AMKR (99th percentile) and LRCX (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Lam Research Corporation ranks near the top of the group on profitability; Amkor Technology, Inc. sits in the weaker half.
Valuation
On valuation, Amkor Technology, Inc. is positioned higher in the group, while Lam Research Corporation is closer to the middle.
Profitability — Dominant Gap
AMKR
36
LRCX
72
Gap+36in favour of LRCX

The profitability lead is mainly driven by a 29-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Amkor Technology, with a forward P/E that is 6.3 turns lower there.

What this means for the comparison

The main read on profitability is clearer than the broader score gap.

Explore full peer positioning in AssetNext

Break down the AMKR vs LRCX comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AMKR and LRCX each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.