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semiconductor: Archive

Aniruddha Ganguly

Will Higher Semiconductor Revenues Help AVGO Stock Beat Q2 Earnings?

Broadcom's fiscal Q2 earnings results are expected to highlight soaring AI chip demand and VMware-led software growth, while lower-margin XPUs pressure margins.

AVTPositive Net Change APHPositive Net Change AVGOPositive Net Change AEISPositive Net Change

Zacks Equity Research

Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth?

SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.

STXPositive Net Change MUPositive Net Change SIMOPositive Net Change

Zacks Equity Research

Can Intel's Expanded AI Infrastructure Portfolio Drive Future Growth?

INTC rolls out Xeon 6 Plus chips, Ethernet E835 controllers and Crescent Island AI GPU, aiming to boost data-center, cloud and edge AI efficiency.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Supriyo Bose

Lattice Semiconductor Rides on Holistic Growth: Worth a Buy?

LSCC leans on low-power FPGAs and the AMI deal to deepen its AI server foothold, as rising 2026???27 earnings estimates fuel buy interest.

LSCCPositive Net Change DIODPositive Net Change ASXPositive Net Change

Supriyo Bose

Sanmina Surges 201% in the Past Year: Reason to Bet on the Stock?

SANM's 200.5% surge leans on vertical integration, 42Q connected manufacturing and the ZT Systems deal.

AMDPositive Net Change JBLPositive Net Change CLSPositive Net Change SANMNegative Net Change

Shreya Majumder

Flex Upgrades AI Portfolio: Can it Capitalize on the Data Center Boom?

Flex unveiled AI data center power solutions at COMPUTEX 2026, including a 110 kW shelf for NVIDIA Vera Rubin systems and new power-management tech.

NVDAPositive Net Change JBLPositive Net Change FLEXNegative Net Change SANMNegative Net Change

Zacks Equity Research

Company News for Jun 2, 2026

Companies in The News Are: SAIC,TMHC,MU,MSFT

MSFTNegative Net Change MUPositive Net Change TMHCNegative Net Change SAICNegative Net Change

Rimmi Singhi

Navitas Trades at a Huge Premium: Buy, Hold or Sell the Stock?

Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.

STMPositive Net Change ONPositive Net Change NVTSNegative Net Change

Zacks Equity Research

Stock Market News for Jun 2, 2026

U.S. stocks ended marginally higher on Monday, the first trading day of June, led by a tech rally following the launch of a new chip for PCs, while investors closely watched developments in negotiations with Iran.

CVXPositive Net Change XOMPositive Net Change DELLPositive Net Change NVDAPositive Net Change