Compare Lam Research Corporation (LRCX) vs Microchip Technology Inc. (MCHP) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Microchip Technology Inc. — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while Microchip Technology Inc. trades at $75.72 (market cap $41.01B). The key difference: Lam Research Corporation is far larger — about 9.8× Microchip Technology Inc.'s market cap, and Microchip Technology Inc. pays the higher dividend (2.41%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Microchip Technology Inc. for 63 Days on average.
| LRCX | MCHP | |
|---|---|---|
Market Cap | $401.19B | $41.01B |
Volume | 8,960,892 | 9,972,516 |
Sector | Technology | Technology |
52-Week High | $433.33 | $102.97 |
52-Week Low | $131.37 | $49.02 |
Typical Hold Time | 60 Days | 63 Days |
Enterprise Value | $399.35B | $46.13B |
Dividend Yield | 0.41% | 2.41% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $318.84, down 3.24% on the day, with strong fundamentals including 29.06% net margin and consistent earnings beats. Technical indicators show a bearish short-term signal despite bullish moving averages, with key support at $314 and resistance at $329. Recent news highlights LRCX's positioning in AI-driven semiconductor equipment demand, with revenue growth accelerating to $18.44B in 2025.
Outlook remains positive with 78% analyst buy ratings and $375.68 consensus price target, representing 18% upside. Key risks include semiconductor cycle volatility and execution challenges in maintaining mid-40% operating margins. The stock offers growth exposure to AI infrastructure spending but faces competitive pressures in chip equipment markets.
Microchip Technology (MCHP) trades at $75.55, down 3.17% over the past day, with a bearish technical signal from moving averages. The company reported a net loss of -$500K in 2025 despite beating EPS estimates in recent quarters, though revenue declined to $4.40B. Analyst consensus is strongly bullish with a $110.50 price target, and recent news highlights expansion in Ethernet and 48V power portfolios alongside the acquisition of Hailo to bolster edge AI capabilities.
MCHP faces near-term headwinds from profitability pressures and high debt, but long-term growth is supported by AI infrastructure demand and strategic expansions. Investment opportunities exist if operational improvements and market trends materialize, though risks include competitive intensity and execution challenges in a cyclical semiconductor market.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →About Microchip Technology Inc.
Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →
