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semiconductor: Archive

Shreya Majumder

Can Flex Ride the AI Supercomputer Boom With Cerebras Alliance?

FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.

FLEXNegative Net Change JBLNegative Net Change CLSNegative Net Change CBRSNegative Net Change

Subhasish Mukherjee

ASYS Stock is Trading at a Discount: Should You Buy, Sell or Hold?

Amtech Systems trades at a steep valuation discount as AI packaging growth offsets weak fabrication demand, supporting a hold stance.

ASYSNegative Net Change INTCNegative Net Change TXNNegative Net Change STMNegative Net Change

Benjamin Rains

Great Tech Stocks to Buy Before Q2 Earnings and Hold: AI Chip Maker TSMC

Taiwan Semiconductor (TSM) is perhaps the most important technology company in the world and one of the best long-term buy-and-hold stocks on Wall Street.

AAPLPositive Net Change NVDANegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC

NVIDIA's valuation has fallen to multi-year lows despite strong AI-driven growth, with semiconductor ETFs highlighted as a diversified way to gain exposure.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change SMHNegative Net Change SHOCNegative Net Change SMHXNegative Net Change GXPTNegative Net Change

Urmimala Biswas

TSMC Q2 Earnings Preview: Why Should You Buy TSM Stock Before July 16?

TSMC heads into its July 16 earnings with strong AI chip demand, expanding advanced capacity and rising estimates. See what's driving expectations.

TSMNegative Net Change INTCNegative Net Change AVGONegative Net Change

Tirthankar Chakraborty

Micron & One AI Infrastructure Stock to Buy Now for Big Upside

MU and WDC stand out as AI infrastructure plays, with strong revenue growth, expanding margins and upbeat outlooks, despite recent sector pressure.

WDCPositive Net Change MUNegative Net Change

Zacks Equity Research

Will Qualcomm's Automotive Business Continue Driving Top-Line Growth?

QCOM's automotive revenues hit a record as Snapdragon Digital Chassis adoption accelerates. Can next-gen platforms sustain its top-line growth?

QCOMPositive Net Change INTCNegative Net Change NVDANegative Net Change

Zacks Equity Research

Can SIMO Benefit From the Rising Enterprise Storage Demand?

Silicon Motion Technology is expanding in enterprise SSDs with its MonTitan controller platform, targeting AI, cloud and hyperscale demand with advanced storage solutions.

SIMONegative Net Change STXPositive Net Change MUNegative Net Change

Shivangi Deora

Credo Climbs 165% in a Year: Is the Stock Still Worth Buying?

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.

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Supriyo Bose

Bet on 4 Top-Performing Liquid Stocks to Maximize Portfolio Returns

AGX, CIEN, DDS and SMTC stand out as liquid, efficient stocks with growth potential, backed by solid ratios, asset use and recent revenue gains.

DDSPositive Net Change CIENNegative Net Change SMTCNegative Net Change AGXPositive Net Change