Key Takeaways Lam Research posted $5.17B in Q4 revenues, up 34% year over year, with EPS jumping 64%.Micron's Q3 revenues rose 37% year over year, while EPS surged 208% on AI-driven demand.Micron trades at a lower P/E multiple than Lam Research despite stronger EPS growth projections.Lam Research Corporation (LRCX) and Micron Technology, Inc. (MU) stand at the center of the semiconductor boom, but they operate in very different areas. Lam Research supplies the advanced machines used to build chips, especial ...