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Zacks Investment Ideas feature highlights: Taiwan, Entegris and MACOM Technology
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For Immediate Release
Chicago, IL – October 7, 2026 – Today, Zacks Investment Ideas features Taiwan Semiconductor Manufacturing (TSM - Free Report) , Entegris (ENTG - Free Report) and MACOM Technology Solutions (MTSI - Free Report)
These 3 Red-Hot Stocks Benefit from AI Tailwinds
Semiconductor stocks have again taken center stage over the past month, with AI-related demand continuing to provide a strong industry-wide tailwind.
Taiwan Semiconductor Manufacturing, Entegris and MACOM Technology Solutions have all posted notable gains over the last month.
All three offer different ways to gain exposure to the ongoing AI infrastructure buildout, with each also sporting a favorable Zacks Rank.
MACOM Rides AI Connectivity Demand
MACOM Technology Solutions, a current Zacks Rank #2 (Buy), provides semiconductor products across data centers, telecom, industrial, and defense markets, with its AI-related optical business becoming an increasingly important growth driver.
Its latest quarterly results were rock-solid, with sales climbing 36% YoY and Data Center revenue jumping 81% from the same period last year. The earnings outlook has followed the momentum, with estimates soaring across the board.
The growth is expected to continue in a big way, with current consensus estimates suggesting 36% sales growth on nearly 60% higher earnings in its current fiscal year, with sales expected to climb 35% on 50% higher earnings in FY27.
TSM Hits Fresh Highs
Taiwan Semiconductor Manufacturing, a current Zacks Rank #2 (Buy), is the world’s leading semiconductor foundry, producing advanced chips for many of the industry’s biggest names. Its earnings outlook continues to support the favorable price action, with estimates remaining bullish.
Current Zacks Consensus estimates suggest 55% earnings growth on 37% higher sales in its current fiscal year, with FY27 estimates calling for another 29% earnings growth on nearly 32% higher revenue. Demand for leading-edge chips remains immense, putting TSMC at the center of the AI infrastructure buildout.
Entegris Reports Strong Results
Entegris, a current Zacks Rank #2 (Buy), provides advanced materials, filtration, purification, and other products used throughout semiconductor manufacturing. Recent quarterly results help explain the strong momentum, with sales climbing 11.5% YoY and adjusted earnings jumping 41% in its latest period.
Demand tied to advanced nodes, HBM, and advanced packaging has remained strong, and increasingly complex semiconductor manufacturing has created a favorable backdrop for the company’s specialized offerings.
The growth outlook remains solid, with current Zacks Consensus estimates suggesting 11% sales growth in FY26 and 12% in FY27, with earnings expected to grow 42% and 25% over the same periods.
Putting Everything Together
Chip momentum has been red-hot over the past month, with all the companies cited above seeing sizable gains.
TSMC continues to benefit from red-hot demand for advanced chips, Entegris from rising semiconductor complexity, and MACOM from the growing optical connectivity needs of AI data centers.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Taiwan, Entegris and MACOM Technology
For Immediate Release
Chicago, IL – October 7, 2026 – Today, Zacks Investment Ideas features Taiwan Semiconductor Manufacturing (TSM - Free Report) , Entegris (ENTG - Free Report) and MACOM Technology Solutions (MTSI - Free Report)
These 3 Red-Hot Stocks Benefit from AI Tailwinds
Semiconductor stocks have again taken center stage over the past month, with AI-related demand continuing to provide a strong industry-wide tailwind.
Taiwan Semiconductor Manufacturing, Entegris and MACOM Technology Solutions have all posted notable gains over the last month.
All three offer different ways to gain exposure to the ongoing AI infrastructure buildout, with each also sporting a favorable Zacks Rank.
MACOM Rides AI Connectivity Demand
MACOM Technology Solutions, a current Zacks Rank #2 (Buy), provides semiconductor products across data centers, telecom, industrial, and defense markets, with its AI-related optical business becoming an increasingly important growth driver.
Its latest quarterly results were rock-solid, with sales climbing 36% YoY and Data Center revenue jumping 81% from the same period last year. The earnings outlook has followed the momentum, with estimates soaring across the board.
The growth is expected to continue in a big way, with current consensus estimates suggesting 36% sales growth on nearly 60% higher earnings in its current fiscal year, with sales expected to climb 35% on 50% higher earnings in FY27.
TSM Hits Fresh Highs
Taiwan Semiconductor Manufacturing, a current Zacks Rank #2 (Buy), is the world’s leading semiconductor foundry, producing advanced chips for many of the industry’s biggest names. Its earnings outlook continues to support the favorable price action, with estimates remaining bullish.
Current Zacks Consensus estimates suggest 55% earnings growth on 37% higher sales in its current fiscal year, with FY27 estimates calling for another 29% earnings growth on nearly 32% higher revenue. Demand for leading-edge chips remains immense, putting TSMC at the center of the AI infrastructure buildout.
Entegris Reports Strong Results
Entegris, a current Zacks Rank #2 (Buy), provides advanced materials, filtration, purification, and other products used throughout semiconductor manufacturing. Recent quarterly results help explain the strong momentum, with sales climbing 11.5% YoY and adjusted earnings jumping 41% in its latest period.
Demand tied to advanced nodes, HBM, and advanced packaging has remained strong, and increasingly complex semiconductor manufacturing has created a favorable backdrop for the company’s specialized offerings.
The growth outlook remains solid, with current Zacks Consensus estimates suggesting 11% sales growth in FY26 and 12% in FY27, with earnings expected to grow 42% and 25% over the same periods.
Putting Everything Together
Chip momentum has been red-hot over the past month, with all the companies cited above seeing sizable gains.
TSMC continues to benefit from red-hot demand for advanced chips, Entegris from rising semiconductor complexity, and MACOM from the growing optical connectivity needs of AI data centers.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.