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semiconductor: Archive

Anirudha Bhagat

TXN's Gross Margin Crosses 64% in Q3: Can It Improve Further?

Texas Instruments' Q3 gross margin reaches 64.2% as higher sales and factory utilization lift profits. Could strong chip demand push margins even higher?

TXNPositive Net Change ADIPositive Net Change MCHPPositive Net Change

Anirudha Bhagat

Lam Research Sees Record Foundry Sales: Can the Momentum Continue?

LRCX's foundry sales hit a record amid AI chip complexity, advanced packaging and China demand. Can 2027 WFE spending above $200B keep the momentum going?

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Zacks Equity Research

NXPI Q3 Earnings Beat Estimates on Auto and Industrial Growth

NXP Semiconductors beats Q3 estimates as automotive, industrial and data center demand accelerates.

NXPIPositive Net Change ASXNegative Net Change ACIWPositive Net Change AFRMNegative Net Change

Zacks Equity Research

Can Healthy Revenue Growth Benefit Lattice's Q3 Earnings?

LSCC is set to report Q3 2026 results, with AI and cloud infrastructure demand, AMI acquisition benefits and low-power FPGA adoption driving revenue growth expectations.

LSCCPositive Net Change MCHPPositive Net Change YELPPositive Net Change SHOPNegative Net Change

Zacks Equity Research

UCTT Q3 Earnings Beat Estimates on Robust Semiconductor Demand

Ultra Clean's Q3 2026 earnings surge 379% as semiconductor demand drives revenue growth, margin expansion and plans for major manufacturing capacity increases.

UCTTPositive Net Change MSIPositive Net Change ANETPositive Net Change HUBSNegative Net Change

Supriyo Bose

IBM vs. Qualcomm: Which AI Tech Giant Has More Upside Now?

IBM and QCOM are expanding their AI footprints, but contrasting growth prospects, competitive pressures and valuations make one stock more attractive.

QCOMPositive Net Change IBMNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Om Jaiswal

NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.

SMTCPositive Net Change NVTSPositive Net Change

Zacks Equity Research

NXPI Q3 Earnings Call Highlights SDV and Data Center Growth

NXP Semiconductors' Q3 earnings beat highlights strong SDV, industrial AI and data center growth, with double-digit revenue gains and margin expansion eyed for 2027.

NXPIPositive Net Change

Zacks Equity Research

SK Hynix Stock Gains 1.9% on AI Chip Demand, Dividend Hopes

SKHY shares rose 1.9% on AI chip demand and hopes for a 16 trillion won special dividend ahead of its third-quarter earnings report.

LRCXPositive Net Change AVGOPositive Net Change SKHYPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Teradyne, Lam Research and ATI

Teradyne, Lam Research and ATI offer exposure to AI infrastructure, semiconductor equipment and aerospace growth, with projected earnings gains and PEG ratios below 1.0.

ATIPositive Net Change LRCXPositive Net Change TERPositive Net Change