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semiconductor: Archive

Subham Roy

Can ADI's Industrial Segment Sustain Its Growth Momentum?

Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.

ADIPositive Net Change TXNPositive Net Change STMPositive Net Change

Om Jaiswal

NVT vs. SMCI: Which Data Center Infrastructure Stock is a Better Buy?

nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.

SMCIPositive Net Change NVTNegative Net Change

Sridatri Sarkar

Here's How QUBT Expands Customer Adoption Across Quantum Platforms

Quantum Computing expands customer adoption with Dirac-3 deployment, NeuraWave readiness and a framework deal potentially worth more than $10 million.

QUBTPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Anirudha Bhagat

Lam Research's DRAM Push Gains Steam: Can It Boost Growth Further?

LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.

LRCXPositive Net Change KLACPositive Net Change AMATNegative Net Change

Anirudha Bhagat

TXN's Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?

Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change

Urmimala Biswas

IonQ Stock Up 16% Since Q2 Earnings: Should You Buy or Book Profits?

IonQ's 16% post-earnings rally reflects stronger revenue growth and a higher 2026 outlook, but valuation risks may temper further gains.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Tirthankar Chakraborty

Micron vs. AMD: Only One AI Stock Looks Like a Better Buy Now

Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.

AMDPositive Net Change MUPositive Net Change

Maharathi Basu

Is ASML Stock a Buy as Rapid Growth Tests Its Premium Valuation?

ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.

ASMLPositive Net Change LRCXPositive Net Change AMATNegative Net Change

Harendra Ray

STMicroelectronics Stock Down 12% in a Month: Buy the Dip or Wait?

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

STMPositive Net Change TXNPositive Net Change ASYSPositive Net Change

Subhasish Mukherjee

Here's Why AXTI Stock Is a Buy Despite Its Premium 48.12X Valuation

AXT's 399.3% YTD surge comes amid record InP revenues, AI data-center demand and long-term supply deals that could support its premium valuation.

AXTIPositive Net Change FORMNegative Net Change AVGONegative Net Change SYNAPositive Net Change