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semiconductor: Archive

Zacks Equity Research

AMD's Recent Surge Still Matters: Putting These ETFs in Focus

Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.

AMDPositive Net Change SOXXPositive Net Change GAMRPositive Net Change IGPTPositive Net Change

Zacks Equity Research

Can Credo's OmniConnect Unlock a New AI Inference Growth Engine?

CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.

CRDOPositive Net Change MRVLPositive Net Change ALABPositive Net Change

Subham Roy

Can Applied Materials Sustain Strong AGS Growth Beyond 2026?

AMAT's AGS revenues hit a record $1.78 billion as demand for fab services rises, with growth expected to remain strong through 2026 and beyond.

AMATPositive Net Change ASMLPositive Net Change LRCXPositive Net Change

Zacks Equity Research

RF Industries' Q3 Earnings Call Centers on Q4 Sales & DAC Growth

RFIL sees Q4 sales matching or topping the Q3 actual of $24 million as DAC growth, a $19.8-million backlog and higher-value solutions support momentum.

RFILPositive Net Change

Anirudha Bhagat

Micron vs. AMD: Which AI Chip Stock Is the Better Investment Bet?

Micron stands out with stronger near-term growth, accelerating AI memory demand and a far lower valuation despite capex and memory-cycle risks.

AMDPositive Net Change MUPositive Net Change

Shaun Pruitt

5 Top AI Stocks to Buy on the Dip as Slowdown Fears Hit Markets

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

DELLNegative Net Change NVDAPositive Net Change TSMPositive Net Change ANETNegative Net Change HPENegative Net Change SMCIPositive Net Change

Zacks Equity Research

Can AEHR's Diversification Strengthen Its Growth Outlook?

Aehr broadens beyond SiC as AI, silicon photonics and power semiconductors fuel a more diversified growth story.

AEHRPositive Net Change FORMPositive Net Change TERPositive Net Change

Subham Roy

ADI's Communications Segment Surges on AI Demand: What's Ahead?

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

ADIPositive Net Change MRVLPositive Net Change ALABPositive Net Change

Anirudha Bhagat

Micron's Manufacturing Push: Can MU Gain More From AI Memory Demand?

MU's manufacturing push targets rising AI memory demand, with new DRAM and HBM capacity planned as supply constraints support growth.

MUPositive Net Change SNDKPositive Net Change SKHYPositive Net Change

Anirudha Bhagat

NVIDIA vs. Marvell: Which AI Infrastructure Stock Is the Better Buy?

NVDA's faster growth, 75% gross margin and lower forward P/E give it an edge over Marvell in the AI infrastructure race.

NVDAPositive Net Change MRVLPositive Net Change