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semiconductor: Archive

Aniruddha Ganguly

AMD Rises 8% in a Month: Should You Buy, Sell or Hold the Stock?

AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.

AMDPositive Net Change INTCNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Subhasish Mukherjee

AXT's Liquidity Supports InP Capacity Expansion: Can Growth Continue?

AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.

AXTIPositive Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Dell, Hewlett Packard and Nvidia

Dell's surging AI-server growth and raised outlook give it an edge over HPE, while HPE offers a lower valuation and expanding infrastructure business.

DELLNegative Net Change NVDAPositive Net Change HPENegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Alphabet, AMD, Micron, Dell and Cisco

NVIDIA, Alphabet and other AI leaders may have stronger foundations than the internet boom, backed by utilization, profits and valuations.

AMDPositive Net Change CSCONegative Net Change DELLNegative Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth?

ASML and TSM are collaborating on a 12-inch photomask pilot line to advance High NA EUV and boost semiconductor manufacturing efficiency.

ASMLPositive Net Change AMATPositive Net Change TSMPositive Net Change AEISPositive Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMPositive Net Change SIMOPositive Net Change JBLPositive Net Change

Om Jaiswal

ASE Technology Surges 16% in 3 Months: Time to Hold or Fold the Stock?

ASX's LEAP momentum and rising ATM margins support growth, but EMS pressure and a premium valuation warrant caution.

ASXPositive Net Change UMCPositive Net Change SYNAPositive Net Change GFSPositive Net Change

Zacks Equity Research

Can Intel's AI PC Innovation With ASU Strengthen Its Market Position?

INTC's new on-device AI agent could cut ASU football game preparation time by 15% to 20% while streamlining practice play-card creation.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change

Subhasish Mukherjee

AMKR Stock Falls 10% in a Month: Why the Dip is a Buying Opportunity

AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.

AMKRPositive Net Change MUPositive Net Change KLACPositive Net Change COHUPositive Net Change

Supriyo Bose

Buy 5 High ROE Stocks as Rate Hike Fears Keep Markets at Bay

ALL, ANET, ROST, IT and MU stand out as cash-rich, high-ROE stocks amid rate-hike fears and market uncertainty.

MUPositive Net Change ALLNegative Net Change ROSTNegative Net Change ITNegative Net Change ANETNegative Net Change