LRCX vs SNPS: AI Stock Comparison

Lam Research Corporation vs Synopsys, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Popular: NVDA VS AMDMSFT VS GOOGLMETA VS AMZNPLTR VS BBAIASTS VS OKLOOKLO VS SMRIREN VS CORZALAB VS CRDOSOUN VS BBAIAVGO VS MRVLCRWV VS NBISAMD VS INTC all matchups →
Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$LRCX
Lam Research Corporation
Etch and deposition tools, heavy in memory.
$SNPS
Synopsys, Inc.
EDA software and silicon IP, now with Ansys simulation.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding1.25B
as of 2026-10-20 · 10-Q cover page · SEC filing
191.6M
as of 2026-08-24 · 10-Q cover page · SEC filing
CategoryMemory & semicapMemory & semicap
Key metrics
Revenue (latest quarter) $8.22B
10-Q period ended 2026-09-27; +54% y/y · SEC filing
Gross margin 52.3%
Gross profit / revenue, same quarter · SEC filing
Operating income $3.28B
Same quarter; 40% operating margin · SEC filing
Revenue (latest quarter) $2.48B
10-Q period ended 2026-07-31; +42% y/y · SEC filing
Gross margin 72.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $357.5M
Same quarter; 14% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 9, 2026 expected
Synopsys, Inc. quarterly earnings · source
Most recent reported
Oct 21, 2026
Lam Research Corporation reports quarterly results · source
Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “Future Declines in the Semiconductor Industry, and the Overall World Economic Conditions on Which It Is Significantly Dependent, Could Have a Material Adverse Impact on Our Results of…” — 10-K risk factor (filed 2026-08-07) · source
  • “Strategic Alliances and Customer Consolidation May Have Negative Effects on Our Business” — 10-K risk factor (filed 2026-08-07) · source
  • “We operate in highly competitive industries, and if we do not continue to meet our customers’ demand for innovative technology at lower costs, our products may not be competitive or may…” — 10-K risk factor (filed 2025-12-22) · source
  • “We are subject to governmental export and import requirements that could subject us to liability and restrict our ability to sell our products and services, which could impair our ability…” — 10-K risk factor (filed 2025-12-22) · source
AI angle

Lam Research's tools are central to 3D NAND, DRAM and advanced packaging. AI-driven memory and foundry spending is the tailwind; China export policy and industry cycles are the counterweights.

Synopsys tools and IP are used across AI chip design. Growth depends on design activity at chipmakers and hyperscalers designing their own silicon.

Full analysis: $LRCX →Full analysis: $SNPS →

The morning brief

Today's AI-stock catalysts in your inbox before the open. Free, 2-minute read.

Related matchups

CDNS VS SNPSAMAT VS LRCXAMAT VS SNPSCDNS VS LRCXKLAC VS LRCXKLAC VS SNPSLRCX VS MUMU VS SNPS

Deep dives: LRCX next earnings & catalysts · SNPS next earnings & catalysts · AI earnings this week