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登録者が証券法ルール405で定義される著名なシーズン発行体である場合は、チェックマークで示すこと。はい☒ いいえ☐。

登録者が法第13条または第15条(d)に従って報告書を提出する必要がない場合は、チェックマークで示すこと。はい」 ☐ 「いいえ」 ⛩ 12

(1)1934年証券取引法第13条または第15条(d)により提出が義務付けられているすべての報告書を過去12ヶ月間(または登録者が当該報告書の提出を義務付けられていたより短い期間)提出したかどうか、および(2)過去90日間当該提出義務の対象であったかどうかをチェックマークで示す。はい ☒ いいえ

登録者が、過去12ヶ月間（または登録者がそのようなファイルを提出する必要があったより短い期間）に、レギュレーションS-Tのルール405（本章§232.405）に従って提出が義務付けられているすべてのインタラクティブ・データ・ファイルを電子的に提出したかどうかをチェックマークで示す。はい☒ いいえ

登録者が大規模加速ファイラー、加速ファイラー、非加速ファイラー、小規模報告企業、新興成長企業のいずれであるかをチェックマークで示す。取引所法の規則12b-2における「大型加速度フィラー」、「加速度フィラー」、「小規模報告企業」、「新興成長企業」の定義を参照のこと。

新興成長企業の場合、登録者が取引所法第13条(a)に従い提供される新規または改訂された財務会計基準に準拠するための移行期間の延長を利用しないことを選択した場合は、チェックマークで示す。☐

登録者が、サーベンス・オクスリー法第404条(b)（15 U.S.C. 7262(b)）に基づく財務報告に係る内部統制の有効性に関する経営陣の評価について、その監査報告書を作成または発行した登録会計事務所による報告書および証明書を提出しているかどうかをチェックマークで示す。☒

有価証券が法第12条(b)に従って登録されている場合、提出書類に含まれる登録者の財務諸表が、以前に発行した財務諸表の誤謬の訂正を反映しているかどうかをチェックマークで示すこと。☐

それらの誤謬訂正のいずれかが、240.10D-1項(b)に従い、関連する回復期間中に登録者の執行役員が受け取ったインセンティブに基づく報酬の回復分析を必要とする修正再表示であるかどうかをチェックマークで示す。☐

登録者がシェル会社（法規則12b-2で定義）であるかどうかをチェックマークで示す。はい ☐ いいえ & 12

直近で終了した第2会計四半期の最終営業日である2022年12月25日現在、登録者の非関連会社が保有する額面0.001ドルの登録者普通株式の時価総額は46,244,310,674ドルであった。各役員および取締役、ならびに発行済普通株式の5％以上を保有する各人が保有する普通株式は、関連会社とみなされる可能性があるとの前提に基づき、この計算から除外されている。この関連会社であるか否かの判断は、他の目的における関連会社であるか否かの判断を必ずしも決定的なものとするものではありません。

2023年8月10日現在、登録者の発行済普通株式総数は132,511,701株である。

2023年11月7日前後に開催予定の年次株主総会に対する登録者の委任状説明書の一部は、参照により本様式10-KのパートIIIに組み込まれる。参照により本書に明示的に組み込まれる場合を除き、登録者の委任状説明書は本報告書の一部とはみなされない。

With the exception of historical facts, the statements contained in this discussion are forward-looking statements, which are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Certain, but not all, of the forward-looking statements in this report are specifically identified as forward-looking, by use of phrases and words such as “believe,” “estimated,” “anticipate,” “expect,” “probable,” “intend,” “plan,” “aim,” “may,” “should,” “could,” “would,” “will,” “continue,” and other future-oriented terms. The identification of certain statements as “forward-looking” does not mean that other statements not specifically identified are not forward-looking. Forward-looking statements include but are not limited to statements that relate to: trends and opportunities in the global economic environment; trends and opportunities in the semiconductor industry, including in the end markets and applications for semiconductors, and in device complexity; growth or decline in the industry and the market for, and spending on, wafer fabrication equipment; the anticipated levels of, and rates of change in, margins, market share, served available market, capital expenditures, research and development expenditures, international sales, revenue (actual and/or deferred), operating expenses and earnings generally; management’s plans and objectives for our current and future operations and business focus; restructuring activities; business process improvements and initiatives; volatility in our quarterly results; the makeup of our customer base; customer and end user requirements and our ability to satisfy those requirements; customer spending and demand for our products and services, and the reliability of indicators of change in customer spending and demand; the effect of variability in our customers’ business plans or demand for our products and services; our competition, and our ability to defend our market share and to gain new market share; the success of joint development and collaboration relationships with customers, suppliers, or others; outsourced activities; our supply chain and the role of suppliers in our business, including the impacts of supply chain constraints and material costs; our leadership and competency, and our ability to facilitate innovation; our research and development programs, our ability to create sustainable differentiation; technology inflections in the industry and our ability to identify those inflections and to invest in research and development programs to meet them; our ability to deliver multi-product solutions; the resources invested to comply with evolving standards and the impact of such efforts; changes in state, federal and international tax laws, our estimated annual tax rate and the factors that affect our tax rates; legal and regulatory compliance; the estimates we make, and the accruals we record, in order to implement our critical accounting policies (including but not limited to the adequacy of prior tax payments, future tax benefits or liabilities, and the adequacy of our accruals relating to them); hedging transactions; debt or financing arrangements; our investment portfolio; our access to capital markets; uses of, payments of, and impact of interest rate fluctuations on, our debt; our intention to pay quarterly dividends and the amounts thereof, if any; our ability and intention to repurchase our shares; credit risks; controls and procedures; recognition or amortization of expenses; our ability to manage and grow our cash position; our strategic relevance with our customers; our ability to scale our operations to respond to changes in our business; the value of our patents; the materiality of potential losses arising from legal proceedings; the probability of making payments under our guarantees; the impact of the COVID-19 pandemic, and the sufficiency of our financial resources or liquidity to support future business activities (including but not limited to operations, investments, debt service requirements, dividends, and capital expenditures). Such statements are based on current expectations and are subject to risks, uncertainties, and changes in condition, significance, value, and effect, including without limitation those discussed below under the heading “Risk Factors” within Item 1A and elsewhere in this report and other documents we file from time to time with the Securities and Exchange Commission (“SEC”), such as our quarterly reports on Form 10-Q and our current reports on Form 8-K. Such risks, uncertainties, and changes in condition, significance, value, and effect could cause our actual results to differ materially from those expressed in this report and in ways not readily foreseeable. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof and are based on information currently and reasonably known to us. We do not undertake any obligation to release the results of any revisions to these forward-looking statements, which may be made to reflect events or circumstances that occur after the date of this report or to reflect the occurrence or effect of anticipated or unanticipated events.

Item 1.     Business

1980年に設立されたLam Research Corporation（以下「ラムリサーチ社」）は、カリフォルニア州フリーモントに本社を置くデラウェア州法人です。当社は、ダイナミックな顧客ベースのニーズに対応するため、アジア、ヨーロッパ、米国の各地に施設のネットワークを維持しています。

ラム・リサーチに関する追加情報は、当社ウェブサイトwww.lamresearch.com。本フォーム10-Kで言及されているウェブサイト上のコンテンツは、明示的に記載されていない限り、本フォーム10-Kの一部ではなく、参照により組み込まれるものでもありません。

当社がSECに提出する年次報告書（Form 10-K）、四半期報告書（Form 10-Q）、最新報告書（Form 8-K）、委任状（Proxy Statements）、その他すべての提出書類は、当社がSECに提出または提出後、合理的な範囲で速やかに当社ウェブサイトから無料で入手できるほか、SECのウェブサイト（www.sec.gov）からもオンラインで入手できます。

本レポートで使用されているLam Researchのロゴ、Lam Research、およびすべての製品名とサービス名は、米国およびその他の国におけるLam Research Corporationまたはその子会社の登録商標または商標です。本書に記載されているその他の商標は、各所有者の財産です。

当社は、半導体業界に革新的なウエハー製造装置とサービスを提供するグローバルサプライヤーです。ナノスケール・アプリケーションの実現、化学、プラズマ、流体工学、先進システムエンジニアリング、および幅広い業務分野などの分野におけるコアコンピタンスにより、世界的に確固たる地位を築いています。当社の製品とサービスは、携帯電話、パソコン、サーバー、ウェアラブル機器、自動車、データストレージ機器など、さまざまな電子製品に使用される、より小型で高性能なデバイスの製造を支援するよう設計されています。

当社の顧客基盤には、不揮発性メモリー（NVM）、ダイナミック・ランダム・アクセス・メモリー（DRAM）、ロジック・デバイスなどの製品を製造する大手半導体メモリー、ファウンドリー、集積デバイス・メーカー（IDM）が含まれる。IDMの継続的な成功は、次世代を定義する半導体のブレークスルーを推進するという当社のコミットメントの一部です。当社の中核となる技術力は、ハードウェア、プロセス、材料、ソフトウェア、プロセス制御を統合し、ウェハ上での成果を可能にすることです。

顧客の事業である半導体製造は、ウェハー上に複数のダイまたは集積回路（IC）を完全に製造することを含む。これには一連のコアプロセスの繰り返しが含まれ、何百もの個別工程が必要になることもあります。このようなデバイスの製造には、増え続ける新素材を原子スケールで精密に制御しながら統合する、高度に洗練されたプロセス技術が必要です。ウェハプロセス装置は、技術的な要件を満たすだけでなく、高い生産性とコスト効率も求められます。

クラウド・コンピューティング（以下「クラウド」）、モノのインターネット（以下「IoT」）、その他の市場からの需要により、ますます強力でコスト効率の高い半導体の必要性が高まっている。同時に、従来の2次元スケーリングに対する技術的課題も増大している。このようなトレンドは、3次元（「3D」）アーキテクチャのような垂直スケーリング戦略や、シュリンクを可能にするマルチパターニングの重要性の高まりなど、半導体製造に大きな変化をもたらしています。

当社は、成膜、エッチング、洗浄におけるリーダーシップと専門知識により、半導体デバイス製造における最も重要なイノベーションのいくつかを促進する強力な立場にあると確信しています。(i)サステイニング・エンジニアリング、製品・プロセス開発、コンセプト・実現可能性に関連する複数の進行中のプログラムによる研究開発への注力、(ii)広範なインストール・ベースからの学習サイクルを効果的に活用する能力、(iii)準エコシステム・パートナーとの協業への注力、(iv)技術の変遷に対応するための製品ポートフォリオの幅広さを特定し投資する能力、(v)顧客に対するラムのソリューションの価値を高めることを目的とした複数製品ソリューションの提供への注力。

また、バックエンド・ウェーハレベル・パッケージング（「WLP」）のプロセスにも取り組んでいます。WLPは従来のワイヤーボンディングに代わるもので、フォームファクターの小型化、相互接続速度と帯域幅の向上、消費電力の低減などのメリットを提供できます。当社では、ファンアウト・パネルレベル・パッケージング（従来のシリコンウェーハの数倍の大きさの大判基板シートからチップまたはチップレットを切り出すプロセス）をサポートする高度なパッケージング・ソリューションを提供しており、歩留まりを向上させ、廃棄物を削減し、高帯域幅メモリ（「HBM」）の3Dスタッキングのニーズに対応するソリューションを提供しています。さらに、当社の製品は、相補型金属酸化膜半導体イメージセンサー（「CIS」）や微小電気機械システム（「MEMS」）など、半導体プロセスに依存し、生産実証済みの製造能力を必要とする関連市場にも適しています。

カスタマー・サポート・ビジネス・グループ（CSBG）は、設置された装置の性能、予測可能性、運用効率を最大化するための製品とサービスを提供しています。装置のライフサイクルを通じて価値を提供するため、カスタマー・サービス、スペア、アップグレード、蒸着、エッチング、クリーン市場における最先端製品以外の新製品や再生品など、幅広いサービスを提供しています。当社の最新製品に導入されている技術的進歩の多くは、アップグレードとしても利用可能であり、既存のウェハー製造ラインの性能と能力を拡張するための費用対効果の高い戦略を顧客に提供しています。サービス提供には、システムの稼働時間や可用性の最適化、スループットの向上、欠陥の削減など、顧客の生産性ニーズへの対応が含まれますが、これらに限定されるものではありません。さらに、CSBGのReliant®製品ラインでは、最先端のウェーハ処理能力を必要としないアプリケーション向けに、成膜、エッチング、クリーン市場向けの新品および再生品の非最先端製品を提供しています。

ALTUS® Product Family

SABRE® Product Family

SPEED® Product Family

Striker® Product Family

VECTOR® Product Family

Flex® Product Family

Vantex® Product Family

Kiyo® Product Family

Syndion® Product Family

Versys® Metal Product Family

Coronus® Product Family

Employee Health and Safety

Item 1A.     Risk Factors

None.

Item 2.    Properties

Item 3.     Legal Proceedings

Item 6.    [Reserved]

 

 

 

 

None.

Item 9B.        Other Information

None.

Item 11.    Executive Compensation

None

 

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