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LRCX or NXPI or ON
Which Stock Would AI Choose? Lam Research Corporation (LRCX) vs. NXP Semiconductors (NXPI) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- LRCX leads with over 60% YTD gains, driven by AI-fueled semiconductor equipment demand, boasting the largest market cap at ~$344B.
- NXPI surged ~50% in recent weeks post-Q1 earnings beat, with ~35% YTD, highlighting automotive and industrial recovery.
- ON shows ~90% YTD strength, powered by AI data center and power solutions growth, amid Q1 loss narrowing.
- All three benefit from semiconductor upcycle, but LRCX exhibits highest momentum while NXPI offers relative value at lower P/E (~28 vs. LRCX's 49).
- Recent volatility tied to earnings and sector AI catalysts; ON hit 52-week highs near $106.
Introduction
This comparison examines LRCX, NXPI, and ON, key players in the semiconductor sector amid an AI-driven boom. Lam Research provides wafer fabrication equipment, NXP focuses on automotive and IoT chips, and ON Semiconductor delivers power and sensing solutions. Traders eyeing relative performance in tech hardware, and investors tracking cyclical recovery with AI exposure, will find insights into momentum, valuations, and market positioning relevant in today's environment.
LRCX Overview and Recent Performance
Lam Research Corporation (LRCX) designs and manufactures semiconductor processing equipment for etch, deposition, and clean processes, serving foundries and memory makers. In recent market activity, shares have rallied strongly, with YTD gains exceeding 60% and trading around $276 amid AI infrastructure demand. Q3 FY2026 results showed EPS of $1.47 beating estimates and revenue of $5.84B up 24% YoY, with raised WFE (wafer fabrication equipment) outlook to $140B. Sentiment boosted by AI catalysts and backlog growth, though tempered by U.S.-China export restrictions; market cap ~$344B, P/E ~49.
NXPI Overview and Recent Performance
NXP Semiconductors N.V. (NXPI) specializes in secure connectivity solutions, including microcontrollers and analog chips for automotive, industrial, IoT (Internet of Things), and mobile. Recent weeks featured a sharp rally, with shares up ~50% post-Q1 earnings, YTD ~35%, trading near $292. Q1 revenue hit $3.18B (up 12% YoY), non-GAAP EPS $3.05 exceeding forecasts, with upbeat Q2 guidance on automotive electrification. Performance reflects end-market recovery, dividend yield ~1.4%, market cap ~$74B, P/E ~28.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), or onsemi, provides intelligent power and sensing solutions focused on automotive and industrial applications. Shares have surged ~90% YTD, hitting 52-week highs near $106, with recent strength from AI data center demand. Q1 revenue $1.51B beat estimates, adjusted EPS $0.64, narrowing losses while AI data center revenue doubled YoY; Q2 guidance projects further growth. Momentum tied to power management for EVs and hyperscalers, market cap ~$40B.
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Head-to-Head Comparison
LRCX, NXPI, and ON operate in semiconductors but differ in focus: LRCX's equipment model ties to capex cycles, NXPI emphasizes automotive/IoT chips (50% sales), ON targets power/sensing for EVs/data centers. Growth drivers include AI for all, but LRCX benefits most from wafer fab spending, NXPI from electrification, ON from SiC/GaN efficiency. Recent momentum favors ON (~90% YTD) then LRCX (~60%), NXPI (~35%); risks involve cyclical downturns and geopolitics, with NXPI's higher debt (~$12B) vs. peers. Valuation: NXPI cheapest (P/E ~28), LRCX premium (~49) on scale ($22B revenue). Sentiment positive across, with LRCX's stability contrasting NXPI/ON volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors LRCX for its trend consistency, AI equipment catalysts, and relative positioning with ~60% YTD gains and raised WFE forecasts. While ON shows explosive momentum and NXPI value, LRCX's scale and backlog suggest higher probability of sustained outperformance in the semiconductor upcycle.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
LRCX’s FA Score shows that 4 FA rating(s) are green whileNXPI’s FA Score has 2 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- LRCX’s FA Score: 4 green, 1 red.
- NXPI’s FA Score: 2 green, 3 red.
- ON’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
LRCX’s TA Score shows that 5 TA indicator(s) are bullish while NXPI’s TA Score has 5 bullish TA indicator(s), and ON’s TA Score reflects 4 bullish TA indicator(s).
- LRCX’s TA Score: 5 bullish, 4 bearish.
- NXPI’s TA Score: 5 bullish, 6 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
LRCX (@Electronic Production Equipment) experienced а -3.17% price change this week, while NXPI (@Semiconductors) price change was -1.10% , and ON (@Semiconductors) price fluctuated +9.60% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
LRCX is expected to report earnings on Aug 05, 2026.
NXPI is expected to report earnings on Jul 28, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.97% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+4.47% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| LRCX | NXPI | ON | |
| Capitalization | 356B | 73.6B | 44B |
| EBITDA | 8.07B | 4.72B | 1.52B |
| Gain YTD | 66.527 | 34.992 | 108.883 |
| P/E Ratio | 53.82 | 27.87 | 83.17 |
| Revenue | 21.7B | 12.6B | 6.06B |
| Total Cash | 4.75B | 3.38B | 2.4B |
| Total Debt | 3.73B | 11.7B | 3.01B |
LRCX | NXPI | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 38 | 43 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 35 Fair valued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 53 | 50 | |
SMR RATING 1..100 | 17 | 36 | 78 | |
PRICE GROWTH RATING 1..100 | 4 | 11 | 3 | |
P/E GROWTH RATING 1..100 | 8 | 28 | 6 | |
SEASONALITY SCORE 1..100 | 85 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NXPI's Valuation (35) in the Semiconductors industry is somewhat better than the same rating for ON (71) in the Semiconductors industry, and is somewhat better than the same rating for LRCX (82) in the Electronic Production Equipment industry. This means that NXPI's stock grew somewhat faster than ON’s and somewhat faster than LRCX’s over the last 12 months.
LRCX's Profit vs Risk Rating (4) in the Electronic Production Equipment industry is somewhat better than the same rating for ON (50) in the Semiconductors industry, and is somewhat better than the same rating for NXPI (53) in the Semiconductors industry. This means that LRCX's stock grew somewhat faster than ON’s and somewhat faster than NXPI’s over the last 12 months.
LRCX's SMR Rating (17) in the Electronic Production Equipment industry is in the same range as NXPI (36) in the Semiconductors industry, and is somewhat better than the same rating for ON (78) in the Semiconductors industry. This means that LRCX's stock grew similarly to NXPI’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as LRCX (4) in the Electronic Production Equipment industry, and is in the same range as NXPI (11) in the Semiconductors industry. This means that ON's stock grew similarly to LRCX’s and similarly to NXPI’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is in the same range as LRCX (8) in the Electronic Production Equipment industry, and is in the same range as NXPI (28) in the Semiconductors industry. This means that ON's stock grew similarly to LRCX’s and similarly to NXPI’s over the last 12 months.
| LRCX | NXPI | ON | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 66% | 3 days ago 66% | 3 days ago 67% |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 68% | N/A |
| Momentum ODDS (%) | 3 days ago 77% | 3 days ago 72% | N/A |
| MACD ODDS (%) | 3 days ago 73% | 3 days ago 79% | 3 days ago 80% |
| TrendWeek ODDS (%) | 3 days ago 63% | 3 days ago 70% | 3 days ago 76% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 68% | 3 days ago 77% |
| Advances ODDS (%) | 4 days ago 82% | 7 days ago 64% | 4 days ago 73% |
| Declines ODDS (%) | 19 days ago 65% | 3 days ago 65% | 20 days ago 77% |
| BollingerBands ODDS (%) | 3 days ago 68% | 3 days ago 73% | 3 days ago 81% |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 66% | 3 days ago 76% |
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ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.