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semiconductor: Archive

Aniruddha Ganguly

3 Stocks to Buy From a Prospering Electronics Components Industry

The Zacks Electronics - Miscellaneous Components industry players like NVT, FPS and VICR are benefiting from the solid adoption of AI and the democratization of IoT.

VICRNegative Net Change NVTNegative Net Change FPSPositive Net Change

Subhasish Mukherjee

AXT Eyes Co-Packaged Optics: Can It Become the Next Growth Driver?

AXTI is expanding InP capacity and advancing 6-inch wafers to target co-packaged optics opportunities expected to emerge from late 2027.

AXTIPositive Net Change COHRNegative Net Change LITENegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, Micron, Marvell, AMD, Nvidia and Taiwan Semiconductor

Intel heads into Q2 earnings as investors watch AI, foundry progress and manufacturing updates after the chipmaker's strong rebound and rising expectations.

INTCNegative Net Change AMDNegative Net Change MUNegative Net Change NVDANegative Net Change MRVLNegative Net Change TSMNegative Net Change

Anirudha Bhagat

Ichor Growth Story Tracks AI Chip Spending and Etch Demand Boom Ahead

Ichor's AI-led growth story gains traction as etch, deposition and proprietary content drive sequential revenue gains in 2026.

ICHRNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

AI demand is driving Taiwan Semiconductor's rapid growth as higher revenue guidance and expanded capacity plans highlight the chip industry's strong momentum.

ASMLNegative Net Change TSMNegative Net Change

Anirudha Bhagat

Is ICHR Stock Worth Buying With Strong Growth but Rich Valuation?

Ichor's earnings outlook is surging with semiconductor demand, but lofty valuation and execution risks temper the stock's appeal after a strong run.

ICHRNegative Net Change UCTTNegative Net Change AMATNegative Net Change

Anirudha Bhagat

ICHR Stock Outlook Hinges on AI Demand and Margin Expansion Now

Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.

ICHRNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Sridatri Sarkar

Can IONQ's Profitability and Execution Challenges Weigh on Growth?

IonQ faces mounting pressure as deep losses, long revenue cycles and execution risks test whether growth can keep pace with its ambitious quantum roadmap.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Stock Market News for July 22, 2026

Wall Street closed higher on Tuesday, driven by tech and energy stocks.

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Anirudha Bhagat

NVIDIA vs. AMD: Which AI Chip Stock Is the Better Buy Now?

NVIDIA's faster growth, stronger cash flow and lower valuation give it the edge over Advanced Micro Devices despite its rival's surging AI momentum.

AMDNegative Net Change NVDANegative Net Change