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semiconductor: Archive
Is AMAT's Installed Base Business Built for Long-Term Growth?
by Subham Roy
Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?
AMATNegative Net Change ASMLNegative Net Change LRCXNegative Net Change
semiconductor
Can Qnity Electronics' Interconnect Solutions Sustain Momentum?
by Subham Roy
Q's Interconnect Solutions is riding on AI-driven advanced packaging demand, but can strong growth, margin gains and expansion plans keep the momentum going?
QNegative Net Change ENTGNegative Net Change AMKRNegative Net Change
semiconductor
Can AI Infrastructure Demand Accelerate NVTS' Long-Term Growth?
by Om Jaiswal
Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.
NVTSNegative Net Change STMNegative Net Change ONNegative Net Change
artificial-intelligence semiconductor tech-stocks
Can Solid DCAI Segment Revenues Boost Intel's Q2 Earnings?
by Zacks Equity Research
INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.
INTCNegative Net Change CLSNegative Net Change MPWRNegative Net Change SIMONegative Net Change
artificial-intelligence semiconductor tech-stocks
Will Higher Processor Revenues Boost Intel's Q2 Earnings?
by Zacks Equity Research
INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing.
INTCNegative Net Change CLSNegative Net Change MPWRNegative Net Change SIMONegative Net Change
semiconductor tech-stocks
The Zacks Analyst Blog Highlights Intel, Alphabet and Apple
by Zacks Equity Research
Intel heads into earnings with AI product launches, cloud partnerships and rising estimates as investors watch its July 23 quarterly report.
INTCNegative Net Change AAPLPositive Net Change GOOGLPositive Net Change
computers semiconductor tech-stocks
Are Options Traders Betting on a Big Move in Cirrus Logic Stock?
by Zacks Equity Research
Investors need to pay close attention to CRUS stock based on the movements in the options market lately.
CRUSNegative Net Change
semiconductor
Zacks.com featured highlights include NVIDIA and Micron Technology
by Zacks Equity Research
NVIDIA is highlighted as a profitable AI stock with a strong net income ratio, alongside Micron, as growth prospects and profitability support investor interest.
MUNegative Net Change NVDANegative Net Change
semiconductor
Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor
by Zacks Equity Research
Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.
LRCXNegative Net Change FORMNegative Net Change AMATNegative Net Change
semiconductor
Bull of the Day: Taiwan Semi (TSM)
by Kevin Cook
Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps
TSMNegative Net Change
artificial-intelligence autonomous-vehicles cloud-computing datacenter semiconductor