Lam Research Corporation (LRCX)
Chip equipment maker, 23,300 full-time. Read October 19, 2026 from the annual report for the period ending June 28, 2026, filed August 7, 2026. Ranked 39 of the 60 Technology companies read so far, by the share within reach now.
Within reach now
19%
End of 2028
37%
Employees, annual report
23,300
Leading staffing pattern
Machinery Manufacturing
Share of the working time within reach, long-run pace, four times in five
- Now19%
- End of 202731%
- End of 202837%
- End of 203039%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 61%
- Becomes checking a model's work 32%
- Handed over with lighter checks 5%
A semiconductor equipment maker whose filing states one full-time total and a research share, and nothing by site or country, so the whole workforce takes the industrial machinery pattern.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 19% now, 31% at the end of 2027, 37% at the end of 2028, 39% at the end of 2030. By the patterns, the work is about 39% desk work, 15% people work and 46% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 61% of the working time stays with people (conversation, in-person and hands-on work), 32% becomes checking a model's work and 5% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
23,300 employees as of June 28, 2026 (stated). The filing states no count by country; 7% of revenue is from the United States, where its headquarters and main plants are.
The filing: “As of August 4, 2026, we had approximately 23,300 regular full-time employees, of which over 26% were engaged in research and development.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Machinery Manufacturing | 100% | By description (c): the filing describes one business, the design, manufacture and service of wafer fabrication equipment, with over 26% of employees in research and development as a skill count and no count by site, so the whole workforce takes the industrial machinery pattern, where semiconductor machinery sits. |
What the filing says about the workforce: About 23,300 regular full-time employees as of August 4, 2026 (19,000 a year earlier), over 26% engaged in research and development (a skill count).
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Machinery Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Dover Corporation (DOV, 24,000 employees)20% now, 38% by 2028
What the filing says about AI
30 sentences in the filing name AI. The filing names AI 30 times, as the demand behind its customers' chips and as a tool its customers and the company use in development.
- “Forward-looking statements in this report include, but are not limited to, statements concerning: our future results of operations and financial condition; our commitment to driving semiconductor breakthroughs; trends related to demand for electronic systems, including for high performance, energy efficient and highly integrated semiconductor devices, semiconductor manufacturer adoption of vert...”
- “Demand for electronic systems supporting artificial intelligence, cloud infrastructure, communications, automotive, industrial and other intelligent systems is driving the need for high performance, energy efficient and highly integrated semiconductor devices.”
- “In addition, the emergence of "big data" and new tools such as machine learning and AI that capitalize on the availability of large data sets is leading semiconductor manufacturers and equipment manufacturers to pursue new products and approaches that exploit those tools to advance technology development.”
- “Future technologies, processes, or product developments, including as a result of adoption of AI, may render our current product offerings obsolete, leaving us with non-competitive products, obsolete inventory, or both.”
- “Moreover, customers may adopt new technologies or processes to address the complex challenges associated with next-generation devices, or may adopt new technologies, including those based upon AI, that reduce their reliance on us for process development.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20212median 0
- Fiscal 20222median 0
- Fiscal 20232median 1
- Fiscal 20246median 4
- Fiscal 20256median 10
- Fiscal 202630
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2026-06-28 | 23,300 | 2026-08-07 | 10-K |
| 2025-06-29 | 19,000 | 2025-08-11 | 10-K |
| 2024-06-30 | 17,450 | 2024-08-29 | 10-K |
| 2023-06-25 | 17,200 | 2023-08-15 | 10-K |
| 2022-06-26 | 17,700 | 2022-08-24 | 10-K |
| 2021-06-27 | 14,100 | 2021-08-17 | 10-K |
| 2020-06-28 | 11,300 | 2020-08-18 | 10-K |
| 2019-06-30 | 10,700 | 2019-08-20 | 10-K |
| 2018-06-24 | 10,900 | 2018-08-14 | 10-K |
| 2017-06-25 | 9,400 | 2017-08-15 | 10-K |
| 2016-06-26 | 7,500 | 2016-08-17 | 10-K |
| 2015-06-28 | 7,300 | 2015-08-13 | 10-K |
| 2014-06-29 | 6,500 | 2014-08-26 | 10-K |
| 2013-06-30 | 6,600 | 2013-08-27 | 10-K |
| 2012-06-24 | 6,600 | 2012-08-22 | 10-K |
| 2011-06-26 | 3,700 | 2011-08-19 | 10-K |
| 2010-06-27 | 3,232 | 2010-08-23 | 10-K |
| 2009-06-28 | 2,711 | 2009-08-27 | 10-K |
| 2008-06-29 | 3,800 | 2008-08-28 | 10-K |
| 2007-06-24 | 2,900 | 2008-03-31 | 10-K |
| 2006-06-25 | 2,430 | 2006-08-17 | 10-K |
| 2005-06-26 | 2,200 | 2005-08-18 | 10-K |
| 2004-06-27 | 2,200 | 2004-09-10 | 10-K |
| 2003-06-29 | 2,100 | 2003-09-25 | 10-K |
| 2002-06-30 | 2,500 | 2002-09-12 | 10-K |
| 2001-06-24 | 3,150 | 2001-09-17 | 10-K405 |
| 2000-06-25 | 3,708 | 2000-09-19 | 10-K405 |
| 1999-06-30 | 2,750 | 1999-09-24 | 10-K405 |
| 1998-06-30 | 3,300 | 1998-09-24 | 10-K405 |
| 1997-06-30 | 4,800 | 1997-09-26 | 10-K405 |
| 1996-06-30 | 4,500 | 1996-09-23 | 10-K |
| 1995-06-30 | 3,600 | 1995-09-26 | 10-K |
Limits of this reading
- One pattern by description: the research share is a skill count, not a pattern split.
- The headcount is the regular full-time count; no part-time count is stated.
- No U.S. share is stated.
Source: the company's annual report on EDGAR, accession 0000707549-26-000037, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Lam Research Corporation, $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
See the report, $29See the sample first: Walmart's report is free
Questions about this company
- How much of Lam Research Corporation's working time is within reach of AI?
- An estimated 19% now and 37% by the end of 2028, on METR's long-run pace at four in five, from the workforce Lam Research Corporation's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Lam Research Corporation employ?
- 23,300 as of June 28, 2026, as its annual report for the period ending June 28, 2026 states.
- What kinds of work make up Lam Research Corporation's workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Machinery Manufacturing; by those patterns the work is about 39% desk work, 15% people work and 46% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Lam Research Corporation's annual report say about AI?
- 30 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2026 name it in 2, 2, 2, 6, 6 and 30 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.