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semiconductor: Archive

Aniruddha Ganguly

Broadcom's BCM68850 Boosts AVGO's Edge AI Push: More Upside Ahead?

AVGO's new BCM68850 pairs 50G fiber with Wi-Fi 8 and an on-chip NPU, turning home gateways into edge-AI nodes for next-gen consumer traffic.

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Zacks Equity Research

Marvell Technology Q1 Earnings Match Estimates, Revenues Rise Y/Y

MRVL's AI-fueled data center growth drives record Q1 revenues as MRVL raises fiscal 2027 and 2028 outlooks.

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Supriyo Bose

UMC Rides on Portfolio Strength: Reason to Bet on the Stock Now?

United Microelectronics rides on solid demand for 22nm/28nm and specialty tech to fuel long-term foundry growth.

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Supriyo Bose

Lattice Semiconductor Soars 222% in a Year: Time to Buy the Stock?

LSCC is riding on AI server demand, richer FPGA content and rising ASPs, plus an AMI deal to boost software. Is the stock still worth buying?

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Zacks Equity Research

Synopsys Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

SNPS tops Q2 estimates as revenues surge 42%, driven by strong Design Automation growth and contributions from Ansys.

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Subham Roy

Analog Devices' Industrial Segment Picks Up Pace: What's Ahead?

ADI's industrial segment surges 56% year over year in Q2 fiscal 2026, fueled by AI infrastructure, automation and defense demand.

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Sridatri Sarkar

Here's How IonQ's Expanding Commercial Traction Is Driving Its 2026 Outlook

IONQ lifts its 2026 revenue outlook after first-quarter sales surge 755%, driven by rising demand for quantum systems and growing enterprise traction.

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Aritra Chatterjee

MPWR Gains From AI Infrastructure Spending: Is the Rally Sustainable?

Monolithic Power rides booming AI infrastructure demand as record revenue growth in data centers and optical networking fuels investor optimism.

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Anirudha Bhagat

Will Micron's Gross Margin Expand Further With Higher Memory Pricing?

MU's non-GAAP gross margin hits a record 74.9% in Q2'26 as DRAM/NAND prices and AI demand surge. Rising memory prices may help it attain Q3 guidance of 81%.

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Zacks Equity Research

Stock Market News for May 28, 2026

Wall Street closed mixed on Wednesday, driven by healthcare and consumer stocks.

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