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semiconductor: Archive

Aniruddha Ganguly

Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings?

Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.

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Zacks Equity Research

Can Strong Data Center & Edge Boost SNDK's Top Line in Q4 Earnings?

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

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Anirudha Bhagat

Lam Research Plunges 16% in a Month: Should You Still Buy the Stock?

LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.

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Arijit Sarkar

Should Investors Buy SIMO or Wait Despite Its Premium Valuation?

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

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Arijit Sarkar

Why Silicon Motion Fell 21.1% in the Past Month and What Comes Next

SIMO's shares slid despite record results as AI, enterprise storage and automotive growth fuel rising revenue and another quarter of strong guidance.

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Arijit Sarkar

Can AI Storage Demand Make SIMO a Long-Term Enterprise Winner?

SIMO is expanding into AI infrastructure and enterprise SSD controllers as commercial production ramps and new customer deployments broaden its growth opportunities.

SIMONegative Net Change WDCPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Ultra Clean Q2 Earnings Call Centers on AI Demand & Capacity

UCTT's Q2 call spotlights AI-driven demand, longer forecasts and capacity expansion as its Q3 outlook rises above second-quarter levels.

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Subham Roy

Should Investors Hold or Fold MRVL Stock at a P/S Multiple of 12X?

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

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Zacks Equity Research

ON Q2 Earnings Call Signals AI-Led Demand and Margin Lift

ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.

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Zacks Equity Research

ICHR Q2 Earnings Call Flags Steeper Ramp and Margin Gains

Ichor expects a steeper second-half revenue ramp, quarterly margin gains and stronger 2027 growth as supply issues ease and internal content rises.

ICHRNegative Net Change