LRCX vs. TSM: Which Semiconductor Powerhouse Is the Better Buy?

Key Takeaways LRCX is riding on the AI-driven demand for advanced packaging and memory tools used in next-gen chips.LRCX posted Q1 fiscal 2026 revenues of $5.32B, up 28% year over year, with EPS climbing 46.5%.TSM faces margin pressure from rising capex and higher costs tied to fabs in the U.S., Japan and Germany.Lam Research Corporation (LRCX) and Taiwan Semiconductor Manufacturing Company (TSM) are two of the critical players in the global semiconductor supply chain. Taiwan Semiconductor, based in Taiwan ...