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semiconductor: Archive

Subham Roy

MRVL Experiences Slow Expansion in Gross Margin: What's Ahead?

Marvell Technology's AI chip demand is driving revenue growth, but gross margin remains under pressure as custom silicon costs rise and competition intensifies.

AMDNegative Net Change MRVLPositive Net Change AVGONegative Net Change

Sraddha Singha

Can KLA's Greenfield Fab Exposure Spark Multi-Year Revenue Growth?

KLAC sees rising AI-driven fab demand boosting process control and advanced packaging growth into 2027.

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Shreya Majumder

Can CRUS' Audio Converter Launch Diversify Revenue Streams & Boost Sales?

Cirrus Logic expands its audio converter lineup with nine new ADCs, DACs and CODECs aimed at the fast-growing $9B pro audio market.

ADINegative Net Change QCOMNegative Net Change CRUSNegative Net Change

Anirudha Bhagat

NVIDIA vs. Marvell Technology: Which AI Chip Stock Has the Edge?

NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.

NVDAPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Ambarella's Q1 Earnings Meet Estimates, Revenues Rise on Auto Strength

AMBA's Q1 revenues rise 16.9% to $100.4M as automotive hits a record, while the chipmaker initiates Q2 sales guidance and announces a $50M share buyback program.

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Yashwardhan Jain

Leveraged ETFs for Investors Seeking Bold Tactical Opportunities

With AI optimism and easing Washington-Tehran tensions lifting markets, investors may consider these leveraged ETFs for amplified upside.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technologies, Sandisk, Vishay Intertechnology, ON Semiconductor, Texas Instruments and Analog Devices

Vishay Intertechnology has surged nearly 200% in two months as rising orders, backlog growth and AI-linked demand fuel the analog chip recovery.

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Tirthankar Chakraborty

Sandisk Rockets 4000% on AI Memory Boom: Buy, Hold, or Take Profits?

SNDK has surged since its 2025 spin-off as AI-driven memory demand, strong pricing and new contracts fuel rapid revenue growth.

MUNegative Net Change SNDKNegative Net Change

Aniruddha Ganguly

Cisco's Security Revenue Growth Set to Pick Up: What's Ahead?

CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.

CSCOPositive Net Change FTNTPositive Net Change PANWNegative Net Change

Ethan Feller

Vishay (VSH) Stock Surges 185%, Can the Rally Continue?

Vishay Intertechnology stock is surging. Is this just the AI boom or is something else driving the rally?

ADINegative Net Change TXNNegative Net Change MUNegative Net Change SNDKNegative Net Change VSHNegative Net Change ONNegative Net Change