Comparative EBITDA Analysis: Lam Research Corporation vs ON Semiconductor Corporation

A Decade of EBITDA Growth: Lam Research vs. ON Semiconductor

In the ever-evolving semiconductor industry, Lam Research Corporation and ON Semiconductor Corporation have demonstrated remarkable growth in their EBITDA over the past decade. From 2014 to 2023, Lam Research's EBITDA surged by over 475%, peaking in 2022. This growth reflects the company's strategic investments and market expansion. Meanwhile, ON Semiconductor also experienced a significant rise, with its EBITDA increasing by nearly 490% during the same period, reaching its zenith in 2022.

However, 2023 saw a slight dip for both companies, with Lam Research's EBITDA decreasing by approximately 1.4% and ON Semiconductor's by 3.6%. This decline could be attributed to market fluctuations and supply chain challenges. Notably, data for 2024 is incomplete, highlighting the need for cautious optimism as the industry navigates future uncertainties. This comparative analysis underscores the dynamic nature of the semiconductor sector and the resilience of these industry leaders.