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semiconductor: Archive

Mark Vickery

Top Analyst Reports for Apple, Microsoft & Broadcom

Apple, Microsoft and Broadcom face contrasting growth drivers and risks, from AI and cloud demand to capacity constraints and customer concentration.

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Rajshree Sipani

AEHR vs. CAMT: Which Semiconductor Equipment Stock Is the Better Bet?

Aehr's AI-driven burn-in demand, record backlog and sharp fiscal 2027 growth outlook strengthen its case over Camtek despite a richer valuation.

CAMTPositive Net Change AEHRNegative Net Change

Debanjana Dey

SCI Stock Surges Nearly 113% in a Year: What's Behind the Rally?

SCIA is benefiting from stronger demand, new customers, higher volume and advanced-materials expansion, but concentration and supply-chain risks remain.

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Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

AppLovin pairs faster growth, rising profitability and a lower forward P/E with AI-driven ad tech, while Arm expands deeper into cloud and AI infrastructure.

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Om Jaiswal

Will CoWoS & Panel Packaging Demand Drive ASX's Next Growth Phase?

ASE Technology's CoWoS expansion, panel-level packaging and LEAP growth could unlock opportunities as AI infrastructure demand rises.

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Supriyo Bose

Should Investors Bet on Diodes After the ElevATE Acquisition?

DIOD's $250M ElevATE acquisition adds higher-margin analog products and deeper ATE exposure as revenue and margins recover.

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Supriyo Bose

Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?

ASYS' 79% rally reflects AI-driven packaging demand, a surging TPS backlog, wider margins and stronger liquidity heading into fiscal 2027.

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Bryan Hayes

Micron's Guidance Will Be the Whole Memory Market's Answer

What matters is the November-quarter guide and, above all, the gross margin outlook.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology

MU's earnings report will spotlight booming DRAM and NAND demand, memory pricing and whether AI-driven growth can stay strong.

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Shaun Pruitt

AMD vs. Nvidia: Which Chip Giant Looks Stronger After Their Latest Acquisitions?

AMD and Nvidia continue to expand beyond AI chips as the semiconductor giants position themselves for the next phase of artificial intelligence.

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