$LRCX vs $TER: Semiconductor Equipment Stocks in the AI Spotlight (See the latest news for any ticker on Tickeron.) Both LRCX and TER operate in the semiconductor equipment sector and have benefited from AI-driven demand in recent market activity. LRCX recently raised its 2026 wafer fabrication equipment (WFE) spending outlook and announced a 27% dividend increase while committing over $3 billion to R&D expansion.