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semiconductor: Archive
MRVL Experiences Slow Expansion in Gross Margin: What's Ahead?
by Subham Roy
Marvell Technology's AI chip demand is driving revenue growth, but gross margin remains under pressure as custom silicon costs rise and competition intensifies.
AMDNegative Net Change MRVLPositive Net Change AVGONegative Net Change
semiconductor
Can KLA's Greenfield Fab Exposure Spark Multi-Year Revenue Growth?
by Sraddha Singha
KLAC sees rising AI-driven fab demand boosting process control and advanced packaging growth into 2027.
KLACPositive Net Change AMATPositive Net Change ONTONegative Net Change
computers semiconductor
Can CRUS' Audio Converter Launch Diversify Revenue Streams & Boost Sales?
by Shreya Majumder
Cirrus Logic expands its audio converter lineup with nine new ADCs, DACs and CODECs aimed at the fast-growing $9B pro audio market.
ADINegative Net Change QCOMNegative Net Change CRUSNegative Net Change
consumer-discretionary internet-content semiconductor tech-stocks
NVIDIA vs. Marvell Technology: Which AI Chip Stock Has the Edge?
by Anirudha Bhagat
NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.
NVDAPositive Net Change MRVLPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Ambarella's Q1 Earnings Meet Estimates, Revenues Rise on Auto Strength
by Zacks Equity Research
AMBA's Q1 revenues rise 16.9% to $100.4M as automotive hits a record, while the chipmaker initiates Q2 sales guidance and announces a $50M share buyback program.
FORMPositive Net Change DIODNegative Net Change ASXNegative Net Change AMBANegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Leveraged ETFs for Investors Seeking Bold Tactical Opportunities
by Yashwardhan Jain
With AI optimism and easing Washington-Tehran tensions lifting markets, investors may consider these leveraged ETFs for amplified upside.
SPXLPositive Net Change QLDNegative Net Change SSOPositive Net Change TQQQNegative Net Change SOXLNegative Net Change USDNegative Net Change
etfs semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Micron Technologies, Sandisk, Vishay Intertechnology, ON Semiconductor, Texas Instruments and Analog Devices
by Zacks Equity Research
Vishay Intertechnology has surged nearly 200% in two months as rising orders, backlog growth and AI-linked demand fuel the analog chip recovery.
ADINegative Net Change TXNNegative Net Change MUNegative Net Change SNDKNegative Net Change VSHNegative Net Change ONNegative Net Change
semiconductor
Sandisk Rockets 4000% on AI Memory Boom: Buy, Hold, or Take Profits?
by Tirthankar Chakraborty
SNDK has surged since its 2025 spin-off as AI-driven memory demand, strong pricing and new contracts fuel rapid revenue growth.
MUNegative Net Change SNDKNegative Net Change
artificial-intelligence semiconductor tech-stocks
Cisco's Security Revenue Growth Set to Pick Up: What's Ahead?
by Aniruddha Ganguly
CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.
CSCOPositive Net Change FTNTPositive Net Change PANWNegative Net Change
artificial-intelligence semiconductor tech-stocks
Vishay (VSH) Stock Surges 185%, Can the Rally Continue?
by Ethan Feller
Vishay Intertechnology stock is surging. Is this just the AI boom or is something else driving the rally?
ADINegative Net Change TXNNegative Net Change MUNegative Net Change SNDKNegative Net Change VSHNegative Net Change ONNegative Net Change
artificial-intelligence semiconductor