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semiconductor: Archive

Shrabana Mukherjee

ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?

Is ASX stock the better buy over AMKOR as AI packaging momentum, stronger earnings growth and lower valuation give it an edge?

AMKRPositive Net Change ASXPositive Net Change KLACNegative Net Change AMATNegative Net Change

Harendra Ray

STM vs. NXPI: Which Automotive Chipmaker Is the Better Pick Now?

STMicroelectronics and NXP Semiconductors are expanding automotive chip portfolios as AI, EV and software-defined vehicle demand accelerates.

STMPositive Net Change NXPIPositive Net Change

Subham Roy

Can ADI's Strong Cash Flow and Inventory Strategy Drive Future Growth?

Analog Devices' strong cash flow, low capital needs and strategic inventory build support growth while keeping its balance sheet and cash conversion resilient.

ADIPositive Net Change TXNPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Arm Holdings Expands Its AI Data Center Push With AGI CPU

ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.

ARMPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Subhasish Mukherjee

Micron's Data Center Business Booms: Is More Upside Left?

MU's booming data center business, AI memory products and customer agreements are fueling growth as demand is expected to outpace supply beyond FY27.

MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Company News for Jun 29, 2026

Companies in The News Are: ON,SYNA,RKT,SNDK,STX

STXPositive Net Change SNDKNegative Net Change RKTNegative Net Change SYNAPositive Net Change ONPositive Net Change

Zacks Equity Research

Stock Market News for Jun 29, 2026

The Nasdaq recorded its fifth straight day of losses on Friday, while the S&P 500 ended marginally lower, with AI-related chip stocks taking a hit, as investors rotated out of major tech stocks and took refuge in defensive assets.

AMDPositive Net Change LLYNegative Net Change MUPositive Net Change MRNAPositive Net Change TSLAPositive Net Change

Tirthankar Chakraborty

Micron + One Explosive AI Memory Stock to Buy Before H2 2026

MU and SNDK are riding the AI memory boom as strong demand, pricing power and rising earnings support continued momentum.

MUPositive Net Change SNDKNegative Net Change

Sraddha Singha

Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?

ON's $7B all-stock Synaptics deal expands its Physical AI platform with Edge AI, connectivity and sensing. Can integration fuel long-term growth?

SYNAPositive Net Change ONPositive Net Change TXNPositive Net Change STMPositive Net Change

Tanuka De

Here's How Artificial Intelligence Powers ASML's Growth Story

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

ASMLPositive Net Change KLACNegative Net Change AMATNegative Net Change