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semiconductor: Archive

Nalak Das

Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market

AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion by 2030.

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Anirudha Bhagat

Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?

LRCX's advanced packaging business gains traction as AI chip demand drives greater need for etch and deposition equipment.

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Zacks Equity Research

The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital

SanDisk, Micron, Seagate Technology and Western Digital are riding AI-driven memory and storage demand as tighter supply boosts pricing.

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Shrabana Mukherjee

onsemi Trades at a Discount: Buy, Hold or Sell the Stock?

Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?

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Shrabana Mukherjee

ASE Technology Stock Surges 77.1% in 3 Months: Still a Buy?

ASX stock soars 77.1% in three months, but AI demand, LEAP growth, margin gains and rising estimates keep its upside case alive.

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Rajshree Sipani

Is Defense Becoming a Long-Term Growth Driver for Amphenol?

APH is gaining from rising defense spending, with defense sales up 44% year over year and momentum building across military modernization markets.

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Subhasish Mukherjee

LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?

Lumentum tops Broadcom as its AI-driven optical networking growth, expanding margins and demand visibility point to stronger near-term upside.

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Supriyo Bose

Qorvo Rides on Healthy Organic Growth: Reason to Buy the Stock?

QRVO's organic growth in defense, aerospace, infrastructure and connectivity is helping diversify revenue beyond smartphones and support long-term gains.

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Anirudha Bhagat

4 AI Memory Stocks to Buy Now Before Prices Spike Even Higher

AI-driven demand and tighter memory supply lift SNDK, MU, STX and WDC as data centers boost spending on storage, DRAM and NAND solutions.

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Anirudha Bhagat

Ambiq Atomiq and Apollo5 Could Drive AMBQ's Next Growth Wave

AMBQ's Apollo5 ramp and Atomiq roadmap are expanding its ultra-low-power edge AI push beyond wearables into broader device markets.

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