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semiconductor: Archive

Aniruddha Ganguly

Amphenol Rises 17% Year to Date: Buy, Sell or Hold the Stock?

APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.

APHNegative Net Change GLWNegative Net Change BDCNegative Net Change TELNegative Net Change

Aniruddha Ganguly

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How

ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.

ONNegative Net Change TXNNegative Net Change NVTSNegative Net Change

Zacks Equity Research

Can AMAT's Advanced Packaging Drive Its Next Growth Phase?

Applied Materials targets over 50% packaging revenue growth in 2026 as AI demand fuels HBM, 3D chiplet stacking and next-generation packaging.

AMATNegative Net Change LRCXNegative Net Change CAMTNegative Net Change

Zacks Equity Research

Arm Holdings' Licensing Momentum Continues to Fuel Revenue Growth

ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.

ARMNegative Net Change AMDNegative Net Change NVDANegative Net Change

Om Jaiswal

Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?

NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.

NVTSNegative Net Change STMNegative Net Change ONNegative Net Change

Subham Roy

5 Top-Ranked Semiconductor Stocks to Buy for Better Returns in July

MCHP, SMTC, TXN, ASYS and VSH stand out for July as the AI boom drives demand across connectivity, power management, networking and advanced packaging.

TXNNegative Net Change MCHPNegative Net Change SMTCNegative Net Change ASYSNegative Net Change VSHNegative Net Change

Shrabana Mukherjee

Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?

STM's Q2 outlook looks achievable as bookings improve, inventories normalize and AI infrastructure emerges as a key growth driver.

STMNegative Net Change TXNNegative Net Change ONNegative Net Change

Rimmi Singhi

4 Semiconductor Stocks to Benefit as Cars Become AI-Powered

MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.

MUNegative Net Change NVDANegative Net Change NXPINegative Net Change ONNegative Net Change

Supriyo Bose

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

SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.

INTCNegative Net Change SIMONegative Net Change AMDNegative Net Change NVDANegative Net Change

Nalak Das

3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H

NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.

QCOMNegative Net Change NVDANegative Net Change AVGOPositive Net Change