Compare Lam Research Corporation (LRCX) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs VanEck Semiconductor ETF — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while VanEck Semiconductor ETF trades at $603.3 (market cap $73.92B). The key difference: Lam Research Corporation is far larger — about 5.4× VanEck Semiconductor ETF's market cap, and Lam Research Corporation pays a 0.41% dividend while VanEck Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and VanEck Semiconductor ETF for 101 Days on average.
| LRCX | SMH | |
|---|---|---|
Market Cap | $401.19B | $73.92B |
Volume | 8,960,892 | 11,050,892 |
Sector | Technology | — |
52-Week High | $433.33 | $668.91 |
52-Week Low | $131.37 | $325.10 |
Typical Hold Time | 60 Days | 101 Days |
Enterprise Value | $399.35B | — |
Dividend Yield | 0.41% | — |
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.
SMH (VanEck Semiconductor ETF) trades at $603.00, down 3.52% on the day, while maintaining a bullish technical signal with strong moving average support. The ETF has delivered exceptional returns, up approximately 69% year-to-date through September 30, 2026, significantly outperforming individual semiconductor leaders like Nvidia. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities, and positive semiconductor market outlooks from major financial institutions.
The semiconductor sector shows strong momentum with Bank of America projecting the global chip market to nearly double by 2030. However, concentration risk in top holdings and potential rotation to equal-weight alternatives present challenges. The ETF's 12% pullback from recent highs offers entry opportunity, though investors should monitor sector rotation trends and geopolitical trade dynamics affecting semiconductor supply chains.
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 VanEck Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →
