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Supriyo Bose

KLIC Up 93.6% in a Year: Should Investors Bet on the Stock Now?

Kulicke & Soffa's 93.6% one-year surge is backed by AI demand, advanced packaging growth, robust earnings & rising estimates, with TCB adding another catalyst.

KLICPositive Net Change VECOPositive Net Change ACLSPositive Net Change

Supriyo Bose

Should You Bet on IDCC After Dividend Hike Amid Macro Uncertainty?

InterDigital's 7.1% dividend hike, record recurring revenues and higher 2026 guidance bolster its investment case despite volatility concerns.

IDCCPositive Net Change AMZNNegative Net Change ERICNegative Net Change ASTSNegative Net Change

Supriyo Bose

UCTT Rides on Solid Growth Dynamics: Should You Buy the Stock Now?

Ultra Clean rides rising AI and HBM investments, expanding capacity and improving operating leverage as semiconductor equipment demand strengthens.

UCTTPositive Net Change VECOPositive Net Change KLICPositive Net Change

Supriyo Bose

UMC Up 250% in the Past Year: Should Investors Bet on the Stock Now?

United Microelectronics' 250.1% one-year rally rides on rising utilization, strong 22/28nm demand and expanding AI opportunities, with earnings estimates moving sharply higher.

UMCNegative Net Change INTCNegative Net Change DIODPositive Net Change ASXPositive Net Change

Supriyo Bose

ASX Up 230.9% in the Past Year: Should You Capitalize on the Euphoria?

ASE Technology's 230.9% one-year surge is fueled by booming AI packaging demand, rising LEAP volumes, margin expansion and a $10.5 billion 2026 capex plan.

ASXPositive Net Change UCTTPositive Net Change ACLSPositive Net Change

Supriyo Bose

ACLS Falls 22.4% in Past Month as Recovery Meets Fresh Margin Pressure

Axcelis shares fell 22.4% in a month as recovering bookings and demand collide with weaker margins, backlog pressure and heavy China exposure.

ACLSPositive Net Change LRCXNegative Net Change AMATNegative Net Change

Supriyo Bose

Should Investors Buy ACLS as Growth Returns Despite Premium Valuation?

Axcelis growth is returning as memory, power and aftermarket demand improve, but premium valuation and incomplete margin recovery keep execution in focus.

ACLSPositive Net Change LRCXNegative Net Change AMATNegative Net Change VECOPositive Net Change

Supriyo Bose

ACLS Invests $35M in Korea To Expand Its Manufacturing Infrastructure

Axcelis plans a $35M South Korea ion implantation facility to expand Asian capacity as memory, power and mature-node activity improves.

ACLSPositive Net Change LRCXNegative Net Change AMATNegative Net Change