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semiconductor: Archive

Subham Roy

Can MRVL's Data Center Business Sustain Its Growth in 2027?

Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.

MRVLNegative Net Change AMDNegative Net Change AVGONegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Agilysys Stock?

Investors need to pay close attention to AGYS stock based on the movements in the options market lately.

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Mark Vickery

Top Stock Reports for Cisco, Lam Research & Thermo Fisher

Cisco, Lam Research and Thermo Fisher headline today's research reports, with AI demand, customer activity and growth strategies in focus.

CSCONegative Net Change TMOPositive Net Change LRCXNegative Net Change APPositive Net Change CLSTNegative Net Change AEEPositive Net Change NLYNegative Net Change DINONegative Net Change

Shuvra Shankar Dey

ARM Stock Declines 39% in 3 Months: Is This a Buying Opportunity?

Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.

ARMNegative Net Change INTCNegative Net Change NVDANegative Net Change

Subhasish Mukherjee

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?

AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.

AXTINegative Net Change COHRNegative Net Change LITENegative Net Change

Subham Roy

AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?

Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.

LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

GFSPositive Net Change TSMNegative Net Change UMCNegative Net Change

Om Jaiswal

ASX vs. TER: Which AI Semiconductor Stock Should You Buy Right Now?

Teradyne's AI-driven test growth and stronger earnings momentum give it an edge over ASE Technology's capacity execution and EMS margin risks.

TERNegative Net Change ASXNegative Net Change

Anirudha Bhagat

TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?

Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.

TXNNegative Net Change ADINegative Net Change ONNegative Net Change

Zacks Equity Research

Company News for Sep 16, 2026

Companies in The News Are: FPS, SWKS, QRVO, AXON, VLO

VLONegative Net Change SWKSNegative Net Change QRVONegative Net Change AXONNegative Net Change FPSNegative Net Change