Are LRCX and TSM correlated?

LRCX and TSM have a 252-day pairwise correlation of 0.74 (tight). Values above 0.6 indicate the two stocks tend to move together as part of the same capital flow; below 0.4 they're largely independent.

Do LRCX and TSM share any ETFs?

Yes - 1 ETFs hold both LRCX and TSM, including SMH.

Which bubbles or themes do LRCX and TSM share?

LRCX and TSM are not currently in any shared bubble or theme in QuantAbundancia's taxonomy.

Stock comparison

LRCX vs TSM

Lam Research Corporation and Taiwan Semiconductor Manufacturing Co.

LRCXUS

Lam Research Corporation

Last close: $332.36
Market cap: $415.9B
Sector: Information Technology
30d return: -5.4%
90d return: +48.1%
252d return: -

TSMUS

Taiwan Semiconductor Manufacturing Co.

Last close: $426.35
Market cap: $2.21T
Sector: Information Technology
30d return: -1.8%
90d return: +23.5%
252d return: -

252-day correlation

0.74tight

Pearson correlation of daily log-returns over the last 252 trading days. >0.6 = tight (move as one bloc); 0.4-0.6 = thematic linkage;<0.4 = largely independent. See the full matrix.

Shared context

ETFs (1)

SMH

Want the full picture? LRCX stock page · TSM stock page · full correlation matrix

Data refreshes daily. Last close 2026-08-15.