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semiconductor: Archive

Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

AppLovin pairs faster growth, rising profitability and a lower forward P/E with AI-driven ad tech, while Arm expands deeper into cloud and AI infrastructure.

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Om Jaiswal

Will CoWoS & Panel Packaging Demand Drive ASX's Next Growth Phase?

ASE Technology's CoWoS expansion, panel-level packaging and LEAP growth could unlock opportunities as AI infrastructure demand rises.

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Supriyo Bose

Should Investors Bet on Diodes After the ElevATE Acquisition?

DIOD's $250M ElevATE acquisition adds higher-margin analog products and deeper ATE exposure as revenue and margins recover.

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Supriyo Bose

Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?

ASYS' 79% rally reflects AI-driven packaging demand, a surging TPS backlog, wider margins and stronger liquidity heading into fiscal 2027.

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Bryan Hayes

Micron's Guidance Will Be the Whole Memory Market's Answer

What matters is the November-quarter guide and, above all, the gross margin outlook.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology

MU's earnings report will spotlight booming DRAM and NAND demand, memory pricing and whether AI-driven growth can stay strong.

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Shaun Pruitt

AMD vs. Nvidia: Which Chip Giant Looks Stronger After Their Latest Acquisitions?

AMD and Nvidia continue to expand beyond AI chips as the semiconductor giants position themselves for the next phase of artificial intelligence.

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Zacks Equity Research

Trio-Tech Stock Plunges Post Q4 Earnings Despite Strong Revenue Growth

TRT's fourth-quarter fiscal 2026 revenue growth is driven by semiconductor testing demand, but margin pressure and higher operating expenses weigh on profitability.

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Debanjana Dey

Zacks Initiates Coverage of SCI With Neutral Recommendation

Discover why Zacks rates SCI as "Neutral", being the first on Wall Street to initiate coverage on the stock. Explore SCIA's additive manufacturing expansion and solid liquidity amid execution challenges and customer concentration.

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Bryan Hayes

Another Roadster Delay - But Tesla's Real Story Is Finally Turning

Both the reason for this delay and the broader backdrop are more encouraging than the headline suggests.

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