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electronics: Archive
AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?
by Rajshree Sipani
Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.
COHUNegative Net Change AEHRNegative Net Change
artificial-intelligence computers earnings-surprise electronics semiconductor shipping software tech-stocks
Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth
by Zacks Equity Research
Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.
MRVLPositive Net Change
earnings electronics semiconductor
TTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?
by Subhasish Mukherjee
TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.
TTMIPositive Net Change AMKRNegative Net Change
electronics semiconductor tech-stocks
Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?
by Shaun Pruitt
Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.
MRVLPositive Net Change AMZNNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change ALABPositive Net Change
artificial-intelligence datacenter earnings electronics investing large-cap semiconductor tech-stocks
Bull of the Day: Ceva (CEVA)
by Kevin Cook
Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits
CEVANegative Net Change NVDAPositive Net Change NXPIPositive Net Change AMBANegative Net Change OUSTNegative Net Change
artificial-intelligence autonomous-vehicles electronics robotics self-driving-cars semiconductor
KEYS Q3 Earnings Call Spotlights AI Demand and Supply Limits
by Zacks Equity Research
Keysight sees AI infrastructure demand accelerating into fiscal 2027, but warns supply constraints will govern how quickly its growing order pipeline becomes revenue.
KEYSNegative Net Change
earnings electronics
Flex vs. Celestica: Which AI Infrastructure Stock is the Better Buy?
by Shivangi Deora
FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.
FLEXNegative Net Change CLSPositive Net Change
electronics tech-stocks
ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue
by Shreya Majumder
ONTO's $720M Rigaku stake adds X-ray process control to its portfolio, targeting a roughly $1B market as chip structures grow more complex.
ONTONegative Net Change KLACNegative Net Change NVMIPositive Net Change
artificial-intelligence earnings-report electronics emerging-markets semiconductor tech-stocks
FN Q4 Earnings Call Highlights Data Center Growth and Capacity
by Zacks Equity Research
Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.
FNNegative Net Change
earnings electronics
Can Cirrus Logic's Strong Q1 Offset Cautious Q2 Revenue Guidance?
by Shreya Majumder
CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.
CRUSPositive Net Change ADIPositive Net Change TXNPositive Net Change
consumer-discretionary earnings-report earnings-trend electronics guidance revenue tech-stocks