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semiconductor: Archive

Arijit Sarkar

Can Monolithic Power's Improved Automotive Solutions Drive Growth?

MPWR's auto revenues rise 5.1% to $152.4M in Q1 2026, nearly 19% of total revenues, targeting EVs, ADAS and infotainment.

ADINegative Net Change MCHPPositive Net Change MPWRPositive Net Change

Ritujay Ghosh

Intel Soars on Preliminary Apple Chip Deal Reports: More Room to Run?

INTC surged after reports of a preliminary Apple chip deal, adding to gains fueled by AI growth and strong foundry demand.

INTCPositive Net Change AAPLPositive Net Change

Shreya Majumder

STX Soars 197% YTD: Buy the Stock Amid Booming AI-Led Storage Demand?

Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.

AMDPositive Net Change WDCPositive Net Change STXPositive Net Change MUPositive Net Change

Zacks Equity Research

VSH Q1 Earnings Beat Estimates on Strong Volume and Orders

Vishay Intertechnology beats Q1 EPS and revenue estimates as volumes and orders surge, lifting margins and setting up stronger Q2 guidance.

MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change VSHPositive Net Change

Anirudha Bhagat

Can Texas Instruments' Analog Unit Extend Its Strong Sales Growth Run?

TXN's analog unit rebounds with Q1 revenues rising 22% to $3.92B as industrial strength and AI data center demand lift the 2026 outlook.

ADINegative Net Change TXNPositive Net Change ONPositive Net Change

Shaun Pruitt

AI Gold Rush or Earnings Trap: Buy Applied Materials Stock as its Q2 Results Approach?

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.

AMATPositive Net Change INTCPositive Net Change AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Aniruddha Ganguly

AMD Jumps 76% in a Month: Is There More Room for the Stock to Rise?

AMD is up 75.8% YTD as EPYC and Instinct drive data-center growth, but stiff competition and a pricey P/E leave the stock a hold.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

AMAT's Q2 Results to Benefit From Traction in DRAM and Logic

Applied Materials' AI-driven semiconductor systems business is gaining from foundry, logic and DRAM demand ahead of fiscal Q2 results.

NVDAPositive Net Change AMATPositive Net Change KEYSNegative Net Change AEYEPositive Net Change

Supriyo Bose

Intel vs. Monolithic: Which Semiconductor Stock is the Better Buy?

MPWR edges INTC in this AI chip showdown, despite pricier valuation, on a stronger growth outlook and power solutions demand.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change MPWRPositive Net Change

Ethan Feller

Semiconductor Stocks Are Booming and It's Not Just AI

ON Semiconductor, Analog Devices and Texas Instrument are semiconductor companies, but not the standard AI players, yet their stocks and earnings are booming. What's happening here?

ADINegative Net Change TXNPositive Net Change ONPositive Net Change