Key Takeaways Lam Research's Q1 revenues rose 28% to $5.32B, topping estimates and boosting its share price.AI and datacenter chip demand are fueling growth in LRCX's etch and deposition technologies.Lam Research's forward P/E of 31.83 remains below the industry average, supporting its investment appeal.Lam Research Corporation (LRCX) recently posted robust first-quarter fiscal 2026 results, helping its shares rise 11% since the Oct. 22 release. LRCX’s first-quarter top and bottom lines surpassed the Zacks ...

Company Performance - Taiwan Semiconductor Manufacturing Co (TSMC) reported August 2025 sales of 335.77 billion New Taiwanese dollars, reflecting a 3.9% increase from July and a 33.8% increase year-over-year [1] - From January to August 2025, TSMC's revenue reached 2.43 trillion New Taiwanese dollars, marking a 37.1% year-over-year growth [1] Stock Performance - TSMC shares have increased over 27% year-to-date, outperforming the S&P 500 Index, which gained 11% [2] - TSM stock was trading higher by 2.46% to $257.10 in premarket trading [4] Industry Outlook - Global semiconductor equipment sales are projected to rise by 7.4% to $125.5 billion in 2025, with an additional 10% increase expected in 2026, driven by AI and high-performance computing [2] - Taiwan's equipment investment could surge by 70% to $28 billion, primarily due to demand for GPUs, memory chips, and advanced packaging technologies [3] Analyst Ratings - Six Wall Street analysts have set a consensus price forecast of $212.80 for TSMC, while the three most recent ratings suggest an average forecast of $268.33, indicating a potential upside of 4.28% [4]