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semiconductor: Archive

Bryan Hayes

AMD Threatens False Breakout Ahead of Earnings

Our proprietary Earnings ESP indicator points to another earnings beat on Tuesday.

AMDNegative Net Change

Supriyo Bose

TSM Soars 33% in the Past Year: Is It a Solid Investment Proposition?

Taiwan Semiconductor has surged 33.2% in a year, driven by booming AI demand, advanced chip technologies and global expansion.

TSMNegative Net Change UMCNegative Net Change GFSNegative Net Change

Zacks Equity Research

Qnity Electronics to Report Q3 Earnings: Is a Beat in Store?

Q is poised for Q3 earnings growth, fueled by AI-led semiconductor demand, advanced packaging strength and an encouraging earnings beat outlook.

QNegative Net Change AMDNegative Net Change AMENegative Net Change VRNSNegative Net Change

Zacks Equity Research

Nvidia, Micron and Alphabet is part of Zacks Earnings Preview

NVDA, MU and GOOGL headline this week's Zacks Earnings Preview, as strong earnings momentum and rising estimates shape the Q3 reporting season.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

MPWR Q3 Earnings Call Highlights AI Demand and Capacity Expansion

Monolithic Power raises its 2026 enterprise data growth outlook amid surging AI demand, capacity expansion and opportunities in communications and automotive.

MPWRNegative Net Change

Zacks Equity Research

AXTI Q3 Earnings Call Highlights AI Demand and Capacity Expansion

AXT's Q3 earnings beat, $500M-plus backlog and surging AI-driven indium phosphide demand fuel aggressive capacity expansion and stronger Q4 expectations.

AXTINegative Net Change

Zacks Equity Research

AXTI Q3 Earnings Beat on Record InP Sales and Margin Gains

AXT beats Q3 earnings estimates as AI-driven InP sales hit a record, revenues surge 162% and non-GAAP gross margin reaches 56.1%.

AXTINegative Net Change MCHPNegative Net Change CAMTNegative Net Change FSLYNegative Net Change

Zacks Equity Research

MPWR Q3 Earnings Surpass Estimates on Enterprise Data Strength

Monolithic Power's Q3 2026 earnings surge 73.2% as AI-driven demand fuels record revenues, with Enterprise Data growth and upbeat Q4 2026 guidance in focus.

MPWRNegative Net Change MSIPositive Net Change ANETNegative Net Change HUBSNegative Net Change

Subham Roy

FORM's HBM and Foundry Testing Gain From AI Demand: What's Ahead?

FormFactor's HBM4 testing and growing foundry business are benefiting from AI chip complexity.

FORMNegative Net Change KLACNegative Net Change TERNegative Net Change

Om Jaiswal

NVTS Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Navitas Semiconductor's NVIDIA 800V ecosystem inclusion strengthens its AI power opportunity, but a business shift and premium valuation pose risks.

NVTSNegative Net Change LRCXNegative Net Change FORMNegative Net Change AMATNegative Net Change