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semiconductor: Archive
4 Memory Semiconductor Stocks to Watch in October 2026
by Subham Roy
AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.
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semiconductor
Take the Zacks Approach to Beat the Markets: Bloom Energy, Microsoft & Amgen in Focus
by Santanu Roy
Microsoft, Bloom Energy and Amgen highlight Zacks' latest market moves, with strong gains across Focus List, recommendation and dividend portfolios.
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computers consumer-discretionary consumer-staples medical oil-energy semiconductor tech-stocks
SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?
by Supriyo Bose
SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.
SMCAYNegative Net Change GRMNNegative Net Change DAKTNegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks
AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4
by Zacks Equity Research
MU's Q4 DRAM revenues are set to surge as AI spending, HBM demand, firmer memory pricing and key chip partnerships strengthen its growth outlook.
MUNegative Net Change AMDNegative Net Change NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Stock Market News for Sep 28, 2026
by Zacks Equity Research
U.S. stock markets closed higher on Friday to close a volatile week.
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semiconductor
The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM
by Zacks Equity Research
ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.
ADINegative Net Change SMTCNegative Net Change TSMNegative Net Change ASMIYNegative Net Change
semiconductor
Quantum Selloff: Should Investors Consider These 3 Hyperscalers?
by Urmimala Biswas
As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change QTUMNegative Net Change
artificial-intelligence semiconductor tech-stocks
Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch
by Tirthankar Chakraborty
NVIDIA's broader AI exposure, stronger margins and higher ROE give it an edge over Micron as memory and Data Center demand rise.
MUNegative Net Change NVDANegative Net Change
artificial-intelligence semiconductor tech-stocks
Qualcomm Renews Apple Patent Deal: Can QTL Regain Momentum?
by Zacks Equity Research
QCOM renews its Apple patent deal through 2027, offering licensing visibility as weaker smartphone demand pressures QTL revenue.
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communications semiconductor tech-stocks
4 Top-Ranked Chip Stocks to Buy for Better Returns in October
by Subham Roy
AI-driven demand is boosting semiconductor stocks, with ADI, SMTC, TSM and ASMIY positioned for growth across chips and AI infrastructure.
ADINegative Net Change SMTCNegative Net Change TSMNegative Net Change ASMIYNegative Net Change
semiconductor