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semiconductor: Archive

Anirudha Bhagat

Micron's HBM4 Ramp-Up: Can Higher Pricing Lift Margins Further?

MU's HBM4 ramp-up and higher 2027 contract prices are likely to fuel further margin gains as AI demand grows, though production costs and yields remain critical.

MUPositive Net Change SNDKNegative Net Change SKHYPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Commerce.com, Motorsport Games, Semtech and Telos

Commerce.com, Motorsport Games, Semtech and Telos stand out for liquidity, strategic initiatives, rising demand and growth opportunities across technology markets.

SMTCPositive Net Change TLSPositive Net Change MSGMNegative Net Change CMRCNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Enersys, Micron Technology, Cheesecake Factory, Suncor Energy and Taiwan Semiconductor

EnerSys, Micron Technology and three other dividend growth stocks offer income potential and long-term growth as investors await key U.S. inflation data.

MUPositive Net Change CAKENegative Net Change SUPositive Net Change TSMPositive Net Change ENSNegative Net Change

Debanjana Dey

SCI vs. Amtech: Which Semiconductor Stock Is the Better Buy Today?

SCIA and ASYS have different semiconductor offerings, growth drivers and valuations, but which stock looks better positioned? Let's dive in.

ASYSPositive Net Change SCIAPositive Net Change

Om Jaiswal

Can NVTS' Alliance With Microchip Accelerate Its AI Power Growth?

Navitas Semiconductor teams up with Microchip to develop an 800V-to-6V power design delivering up to 96% efficiency, targeting next-generation AI data centers.

NVTSNegative Net Change STMNegative Net Change ONNegative Net Change

Supriyo Bose

ASML vs. SIMO: Which Chip Stock Has More Growth Potential Today?

ASML and SIMO are poised for growth in 2026, but one offers stronger earnings prospects, better stock performance and a more attractive valuation.

ASMLPositive Net Change SIMONegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Marathon Petroleum, Ralph Lauren and Lincoln Electric

NVIDIA, Marathon Petroleum, Ralph Lauren and Lincoln Electric combine growth prospects with value metrics, with rising earnings estimates and strategic catalysts supporting their GARP appeal.

NVDANegative Net Change LECONegative Net Change RLNegative Net Change MPCNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Qualcomm, Alphabet, Tesla, AMD, Amazon, Taiwan Semiconductor, NVIDIA, Intel, Apple, Broadcom and SpaceX

Record profits at Samsung, Taiwan Semiconductor's 50% revenue growth and SpaceX's $40 billion chip funding plan offer clues to AI spending's staying power.

AMZNNegative Net Change INTCPositive Net Change QCOMPositive Net Change AAPLNegative Net Change AMDPositive Net Change NVDANegative Net Change AVGONegative Net Change TSLANegative Net Change GOOGLNegative Net Change SPCXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron, NVIDIA and Hewlett Packard Enterprise

Micron, NVIDIA and Hewlett Packard Enterprise deliver record results as AI demand fuels revenue growth, strong earnings and bullish estimates.

MUPositive Net Change NVDANegative Net Change HPEPositive Net Change

Rimmi Singhi

How to Play SK Hynix Stock Amid a Potential $10B Solidigm IPO

SKHY's potential $10 billion Solidigm IPO could unlock value, but dilution risks loom. Here's why its AI-memory strength supports holding the stock.

SKHYPositive Net Change MSFTPositive Net Change NVDANegative Net Change