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semiconductor: Archive

Subham Roy

Is AMAT's Installed Base Business Built for Long-Term Growth?

Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?

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Subham Roy

Can Qnity Electronics' Interconnect Solutions Sustain Momentum?

Q's Interconnect Solutions is riding on AI-driven advanced packaging demand, but can strong growth, margin gains and expansion plans keep the momentum going?

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Om Jaiswal

Can AI Infrastructure Demand Accelerate NVTS' Long-Term Growth?

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

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Zacks Equity Research

Can Solid DCAI Segment Revenues Boost Intel's Q2 Earnings?

INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.

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Zacks Equity Research

Will Higher Processor Revenues Boost Intel's Q2 Earnings?

INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, Alphabet and Apple

Intel heads into earnings with AI product launches, cloud partnerships and rising estimates as investors watch its July 23 quarterly report.

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Zacks Equity Research

Are Options Traders Betting on a Big Move in Cirrus Logic Stock?

Investors need to pay close attention to CRUS stock based on the movements in the options market lately.

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Zacks Equity Research

Zacks.com featured highlights include NVIDIA and Micron Technology

NVIDIA is highlighted as a profitable AI stock with a strong net income ratio, alongside Micron, as growth prospects and profitability support investor interest.

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Zacks Equity Research

Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor

Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.

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Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps

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