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semiconductor: Archive

Zacks Equity Research

Skyworks Q4 Earnings Beat Estimates, Revenues Decline Y/Y

SWKS beats fiscal Q4 earnings and revenue estimates despite yearly declines, as data center growth, premium smartphone demand and the Qorvo deal shape its outlook.

SWKSPositive Net Change NVDANegative Net Change TLSPositive Net Change FPSNegative Net Change

Subhasish Mukherjee

3 Reasons to Hold Amkor Stock Despite Its High Premium P/E

AMKR's AI packaging growth, improving margins and customer commitments favor a hold, even as its premium valuation, cash outflows and spending raise questions.

AMKRNegative Net Change ENTGNegative Net Change SYNAPositive Net Change ASXNegative Net Change

Zacks Equity Research

ACM Research to Report Q3 Earnings: What's in Store for the Stock?

ACMR's Q3 earnings are expected to rise 41.7%, fueled by strong demand for plating and advanced packaging tools, despite rising costs and margin pressures.

ACMRNegative Net Change NVDANegative Net Change MCHPNegative Net Change HPEPositive Net Change

Anirudha Bhagat

Micron Stock Jumps 36% in Six Months: Is There More Upside Ahead?

MU's 36% six-month rally is fueled by surging AI memory demand, record revenues and strong earnings. Can its attractive valuation drive more upside?

MUNegative Net Change TXNPositive Net Change NVDANegative Net Change MRVLNegative Net Change

Supriyo Bose

SANM Declines 25% in the Past Six Months: Should You Buy the Stock?

Sanmina's stock has lost 25% in six months, but its expanding AI infrastructure footprint, improving profitability and rising earnings estimates signal upside.

SANMPositive Net Change AMDPositive Net Change JBLPositive Net Change CLSPositive Net Change

Zacks Equity Research

FORM Q3 Earnings Call Highlights Capacity Expansion and AI Demand

FormFactor targets $400M in annual probe card capacity by 2027 as AI-driven chip testing demand, manufacturing improvements and photonics growth fuel expansion.

FORMNegative Net Change

Zacks Equity Research

NVTS Q3 Earnings Call Highlights AI Infrastructure Growth

Navitas targets sustained growth in 2027 as AI infrastructure demand accelerates, customer programs ramp up and 800-volt power technologies gain traction.

NVTSNegative Net Change

Zacks Equity Research

Navitas Semiconductor Q3 Earnings Beat Estimates on High-Power Demand

NVTS beats Q3 earnings and revenue estimates as high-power demand surges, with AI infrastructure growth and Claros fueling expansion.

NVTSNegative Net Change AMEPositive Net Change ASXNegative Net Change AEISNegative Net Change

Ritujay Ghosh

4 Semiconductor Stocks to Buy as Q3 Sales Soar on Robust AI Demand

ADI, TSM, TXN and NVDA stand to benefit from soaring semiconductor sales, robust AI demand and heavy investment in AI infrastructure.

ADIPositive Net Change TXNPositive Net Change NVDANegative Net Change TSMNegative Net Change

Subham Roy

MRVL Plunges 36% in a Month: Should You Buy, Sell or Hold the Stock?

Marvell Technology's AI-driven growth and Lumentum's optical technologies offer potential long-term upside.

MRVLNegative Net Change AVGOPositive Net Change COHRNegative Net Change LITENegative Net Change