TSM vs. LRCX: Which Chip Supplier Stock Is the Smarter Pick?

Key Takeaways LRCX benefits from AI trends, reporting 24.5% revenue growth and 33.3% EPS growth in fiscal Q3 2025. TSM posted 35% revenue growth in Q1 2025, with AI-related revenues expected to double in 2025. LRCX shipments for advanced nodes topped $1B in 2024, projected to exceed $3B in 2025.Taiwan Semiconductor Manufacturing Company (TSM) and Lam Research Corporation (LRCX) are two of the most important companies in the semiconductor industry. Taiwan Semiconductor Manufacturing, also known as TSMC, ma ...