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semiconductor: Archive

Aniruddha Ganguly

Amphenol Builds AI Edge Through Strategic Acquisitions: What's Ahead?

APH's acquisition deals deepen its AI infrastructure reach, lift 2026 expectations and broaden growth across key end markets.

APHNegative Net Change TELNegative Net Change BELFBNegative Net Change

Aniruddha Ganguly

Should Ultra Clean Stock Be in Your Portfolio Pre-Q2 Earnings?

Ultra Clean heads into Q2 earnings with AI-driven chip demand and rising fab activity, but a premium valuation and stiff competition raise the bar for execution.

UCTTPositive Net Change MKSINegative Net Change ENTGNegative Net Change ICHRNegative Net Change

Zacks Equity Research

AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y

AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results.

AXTIPositive Net Change NVMINegative Net Change PAYCPositive Net Change ONTONegative Net Change

Aniruddha Ganguly

Should You Buy AMD Stock Ahead of Q2 Earnings? Here's What to Know

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

AMDPositive Net Change INTCNegative Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

Entegris Likely to Beat Q2 Earnings Estimates: How to Play the Stock

ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.

ENTGNegative Net Change AMDPositive Net Change AMENegative Net Change ANETNegative Net Change

Zacks Equity Research

AXTI Q2 Earnings Call Highlights AI Capacity Expansion

AXT highlighted surging indium phosphide demand, AI data center connectivity growth and capacity expansion plans as it targets higher output and margins.

AXTIPositive Net Change

Zacks Equity Research

ALGM Q1 Earnings Call Highlights AI Data Center Growth

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

ALGMPositive Net Change

Zacks Equity Research

ASX Q2 Earnings Call Highlights AI Capacity Push

ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.

ASXPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for July 31st

FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.

KLACPositive Net Change ASMLPositive Net Change FTRENegative Net Change

Zacks Equity Research

ALGM Q1 Earnings Beat Estimates on Data Center Strength

Allegro beats Q1'27 estimates as record Data Center sales, stronger bookings and margin gains drive 27.5% revenue growth and a robust Q2 outlook.

ALGMPositive Net Change ADINegative Net Change CSCONegative Net Change AMATNegative Net Change