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semiconductor: Archive
INTC Q2 Earnings Call Highlights AI Demand Push
by Zacks Equity Research
Intel highlights surging AI infrastructure demand, foundry progress and higher 2026 investment as it works to expand capacity and meet customer needs.
INTCNegative Net Change
earnings semiconductor
Intel Q2 Earnings Surpass Estimates on Solid Top-Line Growth
by Zacks Equity Research
INTC tops earnings and revenue estimates in second-quarter 2026 as Xeon server CPUs, AI PCs and Intel 18A output fuel 25% revenue growth.
INTCNegative Net Change APHPositive Net Change GLWNegative Net Change ANETNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
by Anirudha Bhagat
MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.
MUNegative Net Change SNDKNegative Net Change SKHYNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
LRCX Poised for a Q4 Earnings Surprise: Should You Buy the Stock Now?
by Anirudha Bhagat
Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.
LRCXNegative Net Change KLACNegative Net Change ASMLNegative Net Change AMATNegative Net Change
artificial-intelligence computers earnings-estimates-revisions earnings-outlook earnings-preview earnings-report earnings-streak earnings-surprise semiconductor tech-stocks
The Zacks Analyst Blog Highlights Credo Technology, Broadcom, Marvell Technology and Astera Labs
by Zacks Equity Research
CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.
MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change ALABNegative Net Change
semiconductor tech-stocks
Intel Earnings: AI Driven Demand Leads to Decade High Sales Growth
by Derek Lewis
Intel reported 25% YoY sales growth on the back of favorable AI compute demand trends, reflecting the highest growth rate we've seen from the company in more than a decade.
INTCNegative Net Change
artificial-intelligence semiconductor tech-stocks
Missed NVIDIA? This AI Memory Stock Could Be the Next Big Winner
by Tirthankar Chakraborty
Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.
NVDANegative Net Change SNDKNegative Net Change
artificial-intelligence semiconductor tech-stocks
ASML Holdings' EUV Leadership Strengthens Long-Term Growth
by Tanuka De
ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.
ASMLNegative Net Change KLACNegative Net Change AMATNegative Net Change
computers semiconductor
Why ARM's AI Opportunity Could Extend Beyond Market Hype
by Zacks Equity Research
Arm Holdings' AI opportunity extends beyond hype as its architecture, royalty model and expanding markets support long-term growth potential.
ARMNegative Net Change AMDNegative Net Change NVDANegative Net Change
computers semiconductor tech-stocks
Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?
by Arijit Sarkar
QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.
QCOMNegative Net Change INTCNegative Net Change AVGONegative Net Change
computers earnings-preview iot mobile semiconductor tech-stocks