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semiconductor: Archive

Arijit Sarkar

QRVO Rises 11.6% in the Past Month: Can the Rally Continue?

QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.

QRVONegative Net Change QCOMPositive Net Change SWKSNegative Net Change

Yashwardhan Jain

South Korea Still Has Investment Appeal: ETFs to Consider

South Korea's AI and semiconductor strength remains compelling despite recent volatility. Here's how investors can play the opportunity with ETFs.

EWYPositive Net Change KORUPositive Net Change FLKRPositive Net Change MKORPositive Net Change

Anirudha Bhagat

NVIDIA to Power SpaceX AI Infrastructure: Will This Fuel NVDA's Growth?

SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.

NVDANegative Net Change AMDPositive Net Change AVGONegative Net Change

Sanghamitra Saha

Why Chip ETFs May Be Poised for a Comeback

Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.

SMHPositive Net Change AMDPositive Net Change NVDANegative Net Change SOXXPositive Net Change SOXLPositive Net Change

Subham Roy

Can MRVL's Communications Recovery Drive Broad-Based Growth?

Marvell Technology's communications business is rebounding as AI networking demand accelerates, but can that momentum offset margin pressure and uneven recovery trends?

MRVLPositive Net Change AMDPositive Net Change AVGONegative Net Change

Zacks Equity Research

Qnity's Q2 Earnings Surpass Estimates, Revenues Increase Y/Y

Q's Q2 earnings jump 53% as AI-driven demand lifts sales 22%, fueling segment growth and a higher 2026 outlook.

QPositive Net Change APHNegative Net Change AMKRPositive Net Change APPFPositive Net Change

Anirudha Bhagat

Micron Slips 9% in a Month: Is This the Right Time to Buy MU Stock?

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

MUPositive Net Change WDCNegative Net Change STXPositive Net Change SNDKPositive Net Change

Zacks Equity Research

Lattice's Q2 Earnings Top Estimates on AI Demand and Record Revenue

LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.

LSCCNegative Net Change ADIPositive Net Change AMATPositive Net Change KEYSPositive Net Change

Zacks Equity Research

Lattice Q2 Earnings Call Highlights AI Growth and AMI Expansion

LSCC beats Q2 estimates as AI infrastructure demand, industrial recovery and AMI fuel growth, with backlog extending through 2027.

LSCCNegative Net Change

Shreya Majumder

Sony's TSMC Sensor Venture Could Reshape Its Imaging Growth Story

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

SONYNegative Net Change STMPositive Net Change TSMPositive Net Change