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semiconductor: Archive

Aniruddha Ganguly

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.

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Om Jaiswal

NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?

Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.

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Anirudha Bhagat

TXN Surges 67% Over the Past Year: Is the Stock Still Worth Buying?

Texas Instruments' 67% rally may have more room as earnings, AI data-center demand, cash flow and manufacturing investments support further growth.

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Anirudha Bhagat

Is Micron Stock Worth Holding After Its Solid Q4 Earnings Results?

MU's record Q4 results, AI-driven memory demand and 6.29X forward P/E support a hold stance, while its 272.8% YTD rally raises profit-taking risks.

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Bryan Hayes

Chips Retake Lead: What AMD and Nvidia Are Telling Us About AI

In just the past week, both chip stocks hit all-time highs.

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Mark Vickery

Top Analyst Reports for Texas Instruments, RTX & Marvell

Today's Research Daily features new research reports on 16 major stocks, including Texas Instruments Incorporated (TXN), RTX Corporation (RTX) and Marvell Technology, Inc. (MRVL), as well as two micro-cap stocks, Air T, Inc. (AIRT) and GSI Technology, Inc. (GSIT).

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Subham Roy

MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold?

Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.

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Subhasish Mukherjee

Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?

AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.

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Anirudha Bhagat

AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

LRCX sees NAND upside as AI boosts storage demand, with its served market per wafer set to double from 128 to 500-plus layers.

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Shreya Majumder

ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

Onto Innovation's record results, $1B-plus backlog and Dragonfly G5 momentum fuel its AI-driven growth, despite valuation risks.

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