Micron vs. Lam Research: Which Stock Has Better Upside Potential?

Key Takeaways Micron Technology benefits from rising AI-driven memory demand and strong fiscal 2026 growth estimates.LRCX posts solid revenue and EPS gains as its tools support next-gen chip production for major manufacturers.Micron trades at a lower forward P/E than Lam Research and has outperformed LRCX in year-to-date returns.Micron Technology, Inc. (MU) and Lam Research Corporation (LRCX) stand at the center of the semiconductor boom, but they operate in very different areas. Micron Technology focuses o ...