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semiconductor: Archive

David Bartosiak

Bear of the Day: Qualcomm (QCOM)

With Apple making the s\wi

QCOMPositive Net Change FORMPositive Net Change AXTIPositive Net Change

Shaun Pruitt

Intel vs. SK Hynix: Which Chip Stock Is Worth Chasing After This Week's Surge?

Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.

INTCNegative Net Change SKHYPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

GFSPositive Net Change MRVLPositive Net Change TSMPositive Net Change UMCPositive Net Change

Derek Lewis

These Magnificent Seven Members Still Look Cheap

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Yashwardhan Jain

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

BACPositive Net Change PSIPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change

Debanjana Dey

TRT vs. ASYS: Which Semiconductor Equipment Stock Is the Better Buy?

Trio-Tech and Amtech serve distinct semiconductor equipment markets, but which stock is better positioned to create long-term shareholder value? Let's dive in.

ASYSPositive Net Change TRTNegative Net Change

Sanghamitra Saha

What Lies Ahead of DRAM ETF as Memory Crisis May Intensify in 2027?

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

DRAMPositive Net Change DISKPositive Net Change MUNegative Net Change SKHYPositive Net Change

Aritra Chatterjee

ASML Rides on Strength in Installed Base Business: Will it Sustain?

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

ASMLPositive Net Change AMATPositive Net Change MPWRPositive Net Change

Kevin Cook

Bull of the Day: AXT (AXTI)

Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth

AXTIPositive Net Change COHRPositive Net Change LITEPositive Net Change

Shaun Pruitt

Top 5 Tech Stocks Built to Weather Higher Interest Rates

These five tech stocks are built to weather higher rates with strong balance sheets, robust cash flow, and financial flexibility.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change FTNTNegative Net Change GOOGLPositive Net Change