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semiconductor: Archive
ON Q3 Earnings Call Highlights AI Growth and Margin Expansion
by Zacks Equity Research
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
earnings semiconductor
LSCC Q3 Earnings Call Highlights AI Demand and Strong 2027 Outlook
by Zacks Equity Research
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
earnings electronics semiconductor
ICHR Q3 Earnings Call Highlights Margin Gains and Supply Constraints
by Zacks Equity Research
Ichor's Q3 2026 earnings beat and margin gains highlight stronger profitability, while supply shortages persist as proprietary component sales expand.
ICHRPositive Net Change
earnings electronics semiconductor
ICHR Q3 Earnings Beat Estimates on Strong Margin Expansion
by Zacks Equity Research
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
earnings semiconductor tech-stocks
South Korea Doubles AI Chip Budget: 4 ETFs to Ride the Wave
by Aparajita Dutta
South Korea nearly doubles its AI chip budget to fuel semiconductor growth. Discover 4 ETFs positioned to benefit from the nation's record spending.
NVDANegative Net Change SMHPositive Net Change SOXXPositive Net Change EWYPositive Net Change KSMHPositive Net Change AMDPositive Net Change MUPositive Net Change AVGOPositive Net Change
computers etfs semiconductor tech-stocks
Is NVIDIA's Cheap Valuation an Opportunity to Invest in the Stock?
by Anirudha Bhagat
NVDA's attractive valuation, surging AI revenues, strong Blackwell demand and Vera Rubin expansion make a compelling case for buying the stock now.
NVDANegative Net Change INTCPositive Net Change AMDPositive Net Change MRVLPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
MTSI Gears Up to Report Q4 Earnings: What's in Store for the Stock?
by Zacks Equity Research
MACOM Technology's Q4 earnings are set for robust growth, driven by data center strength, rising defense demand and improving margins.
MTSIPositive Net Change QPositive Net Change MCHPPositive Net Change QNSTNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
MPWR Q3 Earnings Beat on AI Infrastructure and Communications Demand
by Zacks Equity Research
MPWR delivered Q3 earnings beat, fueled by surging AI infrastructure and communications demand, while raising growth expectations and expanding capacity.
MPWRPositive Net Change CLSPositive Net Change LSCCPositive Net Change UIPositive Net Change
communications semiconductor tech-stocks
Top Wide-Moat Stocks to Buy for Steady Long-Term Returns
by Anindya Barman
TSM, TXN, UNH and LMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.
LMTPositive Net Change TXNPositive Net Change UNHPositive Net Change TSMPositive Net Change AAPLPositive Net Change NVDANegative Net Change ASMLPositive Net Change
artificial-intelligence healthcare medical semiconductor
The Zacks Analyst Blog Highlights Apple, Qualcomm, AMD, BMW, Ferrari, Deutsche, Lufthansa and Ryanair
by Zacks Equity Research
Apple, Qualcomm and AMD headline a pivotal week for global markets as U.S. midterm elections, October jobs data and central bank decisions test investor sentiment on AI, inflation and economic growth.
RYAAYPositive Net Change QCOMPositive Net Change AAPLPositive Net Change AMDPositive Net Change DLAKYPositive Net Change BAMXFPositive Net Change RACEPositive Net Change
auto-tires-trucks computers semiconductor transportation