Compare Lam Research Corporation (LRCX) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Lam Research Corporation trades at $319.29 (market cap $401.19B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.25 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 5.2× Lam Research Corporation's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| LRCX | TSM | |
|---|---|---|
Market Cap | $401.19B | $2.07T |
Volume | 8,960,892 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $433.33 | $485.80 |
52-Week Low | $131.37 | $275.06 |
Typical Hold Time | 60 Days | 110 Days |
Enterprise Value | $399.35B | $1.99T |
Dividend Yield | 0.41% | 0.89% |
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.
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
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 Taiwan Semiconductor Mfg. Co. Ltd.
Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →
