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semiconductor: Archive
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
by Nalak Das
AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion by 2030.
INTCNegative Net Change QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change ARMNegative Net Change
artificial-intelligence semiconductor
Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
by Anirudha Bhagat
LRCX's advanced packaging business gains traction as AI chip demand drives greater need for etch and deposition equipment.
KLACNegative Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital
by Zacks Equity Research
SanDisk, Micron, Seagate Technology and Western Digital are riding AI-driven memory and storage demand as tighter supply boosts pricing.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKNegative Net Change
semiconductor
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
by Shrabana Mukherjee
Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?
STMNegative Net Change IFNNYNegative Net Change NXPINegative Net Change ONNegative Net Change
semiconductor tech-stocks
ASE Technology Stock Surges 77.1% in 3 Months: Still a Buy?
by Shrabana Mukherjee
ASX stock soars 77.1% in three months, but AI demand, LEAP growth, margin gains and rising estimates keep its upside case alive.
UMCPositive Net Change AMKRNegative Net Change ASXPositive Net Change GFSPositive Net Change
semiconductor tech-stocks
Is Defense Becoming a Long-Term Growth Driver for Amphenol?
by Rajshree Sipani
APH is gaining from rising defense spending, with defense sales up 44% year over year and momentum building across military modernization markets.
APHPositive Net Change TELNegative Net Change BELFBPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?
by Subhasish Mukherjee
Lumentum tops Broadcom as its AI-driven optical networking growth, expanding margins and demand visibility point to stronger near-term upside.
AVGOPositive Net Change LITEPositive Net Change
artificial-intelligence communications semiconductor tech-stocks
Qorvo Rides on Healthy Organic Growth: Reason to Buy the Stock?
by Supriyo Bose
QRVO's organic growth in defense, aerospace, infrastructure and connectivity is helping diversify revenue beyond smartphones and support long-term gains.
SWKSNegative Net Change QRVONegative Net Change RFILNegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks
4 AI Memory Stocks to Buy Now Before Prices Spike Even Higher
by Anirudha Bhagat
AI-driven demand and tighter memory supply lift SNDK, MU, STX and WDC as data centers boost spending on storage, DRAM and NAND solutions.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Ambiq Atomiq and Apollo5 Could Drive AMBQ's Next Growth Wave
by Anirudha Bhagat
AMBQ's Apollo5 ramp and Atomiq roadmap are expanding its ultra-low-power edge AI push beyond wearables into broader device markets.
QCOMNegative Net Change NXPINegative Net Change AMBQPositive Net Change
artificial-intelligence computers investing investment semiconductor tech-stocks