Lam Research Corporation: 10-K Risk Factor Changes

2025 vs 2024  ·  SEC EDGAR  ·  2026-05-22
Other years: 2024 vs 2023 · 2023 vs 2022
⚠ AI-Generated

The summary below was generated by an AI language model and may contain errors or omissions. All other content on this page is deterministically extracted from the original SEC EDGAR filing.

Lam Research's risk factor disclosures remained largely stable between 2024 and 2025, with 28 risks unchanged and only 2 substantively modified. The company updated its "Limited Number of Key Customers" risk and its "Epidemics, Pandemics or Outbreaks of Diseases" risk, reflecting adjustments to language or emphasis on these existing concerns. No new risks were introduced and no previously disclosed risks were eliminated.

✓ Deterministic extraction — no AI-generated data

Classification is based on semantic text similarity scoring and may include approximations. “No match” means no high-confidence textual match was found — not necessarily that a section was removed.

0
New Risks
0
Removed
2
Modified
28
Unchanged
🟡 Modified

We Have a Limited Number of Key Customers

high match confidence

Sentence-level differences:

  • Added sentence: "Lam Research Corporation 2025 10-K 14 Lam Research Corporation 2025 10-K 14 Lam Research Corporation 2025 10-K 14 Table of Contents Table of Contents"

Current (2025):

Sales to a limited number of large customers constitute a significant portion of our overall shipments, revenue, cash flows and profitability. As a result, the actions of even one customer may subject us to variability in those areas that is difficult to predict. In addition,…

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Sales to a limited number of large customers constitute a significant portion of our overall shipments, revenue, cash flows and profitability. As a result, the actions of even one customer may subject us to variability in those areas that is difficult to predict. In addition, large customers may be able to negotiate requirements that result in decreased pricing, increased costs, and/or lower margins for us and limitations on our ability to share technology with others. Similarly, significant portions of our credit risk may, at any given time, be concentrated among a limited number of customers so that the failure of even one of these key customers to pay its obligations to us could significantly impact our financial results. Lam Research Corporation 2025 10-K 14 Lam Research Corporation 2025 10-K 14 Lam Research Corporation 2025 10-K 14 Table of Contents Table of Contents

View prior text (2024)

Sales to a limited number of large customers constitute a significant portion of our overall shipments, revenue, cash flows and profitability. As a result, the actions of even one customer may subject us to variability in those areas that is difficult to predict. In addition, large customers may be able to negotiate requirements that result in decreased pricing, increased costs, and/or lower margins for us and limitations on our ability to share technology with others. Similarly, significant portions of our credit risk may, at any given time, be concentrated among a limited number of customers so that the failure of even one of these key customers to pay its obligations to us could significantly impact our financial results.

🟡 Modified Epidemics, Pandemics or Outbreaks of Diseases May Adversely Impact Our Business, Operations, and Financial Results 🔒
1 more change in this filing

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