Key Takeaways Lam Research shares jumped 70.1% in six months, outpacing major semiconductor peers.AI and data center chip trends boosted Q4 revenues by 34% and EPS by 64% year over year.LRCX faces risks from U.S.-China trade tensions and cyclical semiconductor spending.Lam Research Corporation (LRCX) has surged 70.8% in the past six months, comfortably outperforming the broader Zacks Electronics – Semiconductors industry, which rose 54.1%.While many semiconductor names have rallied, LRCX’s gains stand out, ...