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semiconductor: Archive

Zacks Equity Research

ON Q3 Earnings Call Highlights AI Growth and Margin Expansion

ON Semiconductor expects AI data center revenues to double in 2027, fueled by surging demand and new products, while industrial growth and manufacturing efficiencies boost margins.

ONPositive Net Change

Zacks Equity Research

LSCC Q3 Earnings Call Highlights AI Demand and Strong 2027 Outlook

Lattice Semiconductor's Q3 earnings beat, surging AI infrastructure demand and AMI integration fuel growth momentum, with management targeting 60% growth in 2027.

LSCCPositive Net Change

Zacks Equity Research

ICHR Q3 Earnings Call Highlights Margin Gains and Supply Constraints

Ichor's Q3 2026 earnings beat and margin gains highlight stronger profitability, while supply shortages persist as proprietary component sales expand.

ICHRPositive Net Change

Zacks Equity Research

ICHR Q3 Earnings Beat Estimates on Strong Margin Expansion

Ichor's Q3 earnings beat estimates by 40% as gross margin surges to 16%, fueled by proprietary components and efficiency gains.

ICHRPositive Net Change AMEPositive Net Change ASXPositive Net Change AEISPositive Net Change

Aparajita Dutta

South Korea Doubles AI Chip Budget: 4 ETFs to Ride the Wave

South Korea nearly doubles its AI chip budget to fuel semiconductor growth. Discover 4 ETFs positioned to benefit from the nation's record spending.

NVDANegative Net Change SMHPositive Net Change SOXXPositive Net Change EWYPositive Net Change KSMHPositive Net Change AMDPositive Net Change MUPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Is NVIDIA's Cheap Valuation an Opportunity to Invest in the Stock?

NVDA's attractive valuation, surging AI revenues, strong Blackwell demand and Vera Rubin expansion make a compelling case for buying the stock now.

NVDANegative Net Change INTCPositive Net Change AMDPositive Net Change MRVLPositive Net Change

Zacks Equity Research

MTSI Gears Up to Report Q4 Earnings: What's in Store for the Stock?

MACOM Technology's Q4 earnings are set for robust growth, driven by data center strength, rising defense demand and improving margins.

MTSIPositive Net Change QPositive Net Change MCHPPositive Net Change QNSTNegative Net Change

Zacks Equity Research

MPWR Q3 Earnings Beat on AI Infrastructure and Communications Demand

MPWR delivered Q3 earnings beat, fueled by surging AI infrastructure and communications demand, while raising growth expectations and expanding capacity.

MPWRPositive Net Change CLSPositive Net Change LSCCPositive Net Change UIPositive Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Steady Long-Term Returns

TSM, TXN, UNH and LMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.

LMTPositive Net Change TXNPositive Net Change UNHPositive Net Change TSMPositive Net Change AAPLPositive Net Change NVDANegative Net Change ASMLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Qualcomm, AMD, BMW, Ferrari, Deutsche, Lufthansa and Ryanair

Apple, Qualcomm and AMD headline a pivotal week for global markets as U.S. midterm elections, October jobs data and central bank decisions test investor sentiment on AI, inflation and economic growth.

RYAAYPositive Net Change QCOMPositive Net Change AAPLPositive Net Change AMDPositive Net Change DLAKYPositive Net Change BAMXFPositive Net Change RACEPositive Net Change