Key Takeaways Lam Research's Q4 revenues jumped 34% and EPS rose 64%, fueled by AI-related chip demand.TSM's Q2 revenues surged 44% and EPS climbed 61%, but rising costs and geopolitical tensions pose challenges.LRCX's steady growth profile makes it a stronger bet than Taiwan Semiconductor.Lam Research Corporation (LRCX) and Taiwan Semiconductor Manufacturing Company (TSM) are two powerhouses at the heart of the global semiconductor ecosystem. Taiwan Semiconductor, based in Taiwan and also known as TSMC, is ...