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semiconductor: Archive

Zacks Equity Research

LSCC Q3 Earnings Beat Estimates on AI Demand, Record Revenues

Lattice's Q3 2026 revenues surge 118% on robust AI data center demand and AMI contributions, with strong growth projected through 2027.

LSCCPositive Net Change MSIPositive Net Change CDWPositive Net Change HUBSPositive Net Change

Aritra Chatterjee

SIMO Earnings Surge as Enterprise and AI Storage Drive New Momentum

Silicon Motion's Q3 earnings surge 335% as enterprise, automotive and AI storage demand accelerates, with strong guidance signaling further growth ahead.

SIMOPositive Net Change STXPositive Net Change MUPositive Net Change

Zacks Equity Research

AEHR Q1 Earnings Beat Estimates on AI Demand, Revenue Outlook Raised

Aehr Test Systems' Q1 results surge on AI semiconductor demand, stronger margins and rising backlog.

AEHRPositive Net Change AMEPositive Net Change ASXPositive Net Change AEISPositive Net Change

Aritra Chatterjee

SIMO Stock Falls 33.5% in a Month as Growth Meets Execution Risks

Silicon Motion shares have plunged 33.5% despite record revenues and enterprise growth. Can expanding AI storage opportunities outweigh execution risks?

SIMOPositive Net Change STXPositive Net Change MUPositive Net Change

Zacks Equity Research

ON Q3 Earnings Call Highlights AI Growth and Margin Expansion

ON Semiconductor expects AI data center revenues to double in 2027, fueled by surging demand and new products, while industrial growth and manufacturing efficiencies boost margins.

ONPositive Net Change

Zacks Equity Research

LSCC Q3 Earnings Call Highlights AI Demand and Strong 2027 Outlook

Lattice Semiconductor's Q3 earnings beat, surging AI infrastructure demand and AMI integration fuel growth momentum, with management targeting 60% growth in 2027.

LSCCPositive Net Change

Zacks Equity Research

ICHR Q3 Earnings Call Highlights Margin Gains and Supply Constraints

Ichor's Q3 2026 earnings beat and margin gains highlight stronger profitability, while supply shortages persist as proprietary component sales expand.

ICHRPositive Net Change

Zacks Equity Research

ICHR Q3 Earnings Beat Estimates on Strong Margin Expansion

Ichor's Q3 earnings beat estimates by 40% as gross margin surges to 16%, fueled by proprietary components and efficiency gains.

ICHRPositive Net Change AMEPositive Net Change ASXPositive Net Change AEISPositive Net Change

Aparajita Dutta

South Korea Doubles AI Chip Budget: 4 ETFs to Ride the Wave

South Korea nearly doubles its AI chip budget to fuel semiconductor growth. Discover 4 ETFs positioned to benefit from the nation's record spending.

NVDAPositive Net Change SMHPositive Net Change SOXXPositive Net Change EWYPositive Net Change KSMHNegative Net Change AMDPositive Net Change MUPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Is NVIDIA's Cheap Valuation an Opportunity to Invest in the Stock?

NVDA's attractive valuation, surging AI revenues, strong Blackwell demand and Vera Rubin expansion make a compelling case for buying the stock now.

NVDAPositive Net Change INTCPositive Net Change AMDPositive Net Change MRVLPositive Net Change