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semiconductor: Archive

Debanjana Dey

Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?

TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.

TRTPositive Net Change INTTPositive Net Change GEOSPositive Net Change

Abhipsa Mukhopadhyay

ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027

AI's memory crunch could extend through 2027, driving chipmakers while pressuring electronics firms. Which ETFs could emerge as winners?

MUNegative Net Change EWYPositive Net Change VLUEPositive Net Change SHOCPositive Net Change DRAMPositive Net Change SKHYPositive Net Change

Subham Roy

Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

AMATPositive Net Change KLACPositive Net Change LRCXPositive Net Change CAMTPositive Net Change

Anirudha Bhagat

Micron Stock Soars 685% in a Year: Is the Momentum Still Sustainable?

MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.

MUNegative Net Change INTCPositive Net Change AMDPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Match Group, Amkor Technology and HF Sinclair

Match Group, Amkor Technology and HF Sinclair offer value as rising yields, oil prices and rate uncertainty fuel market volatility.

AMKRPositive Net Change MTCHPositive Net Change DINOPositive Net Change

Rimmi Singhi

4 Stocks to Buy Now to Ride the AI Data Center Spending Boom

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

MUNegative Net Change NVDANegative Net Change SNDKNegative Net Change LRCXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: SK Hynix and NVIDIA

SK Hynix's HBM dominance, AI data-center demand and new U.S. facility position it at the center of the AI memory boom.

NVDANegative Net Change SKHYPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights MACOM Technology, Monolithic Power and Semtech

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

SMTCPositive Net Change MPWRPositive Net Change MTSIPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

NVDANegative Net Change SMTCPositive Net Change SMCIPositive Net Change KEYSPositive Net Change SITMPositive Net Change

Shreya Majumder

Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?

CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.

CRDOPositive Net Change MRVLPositive Net Change ALABPositive Net Change