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semiconductor: Archive

Debanjana Dey

TRT vs. INTT: Which Semiconductor Testing Stock Is the Better Buy?

Trio-Tech and InTest ride on different testing and process technology tailwinds, but which looks more compelling now? Let's dive in.

INTTNegative Net Change TRTNegative Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio in 2H26

NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.

NTESPositive Net Change TSMNegative Net Change GDSNegative Net Change KCNegative Net Change

Subhasish Mukherjee

AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape?

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

AXTINegative Net Change SMTCNegative Net Change LITENegative Net Change

Mark Vickery

Q2 Earnings & Inflation Numbers to Inform Trading Week

Big banks report earnings, and CPI brings us the latest Inflation Rate, Tuesday morning.

GSNegative Net Change BACNegative Net Change WFCNegative Net Change JPMNegative Net Change CNegative Net Change NVDANegative Net Change SNDKNegative Net Change SKHYNo Net Change

Anirudha Bhagat

Will Micron's Long-Term Supply Contracts Improve Revenue Visibility?

MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.

MUNegative Net Change WDCNegative Net Change STXNegative Net Change

Anirudha Bhagat

Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B?

Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.

LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change

Anirudha Bhagat

Buy These 4 Tech Stocks That Are Still Cheap Despite 100%+ YTD Rally

SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.

MUNegative Net Change SNDKNegative Net Change HPENegative Net Change APPSNegative Net Change

Abhinab Dasgupta

Beat the Market Like Zacks: Micron, UnitedHealth, J. M. Smucker in Focus

MU, UNH and SJM highlight recent gains across Zacks portfolios as the firm showcases performance amid mixed markets.

AMDNegative Net Change UNHPositive Net Change ADPPositive Net Change VMINegative Net Change MUNegative Net Change SJMPositive Net Change CECONegative Net Change MPWRNegative Net Change SIMONegative Net Change MNSTNegative Net Change ARCBPositive Net Change

Shaun Pruitt

Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?

Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.

AAPLPositive Net Change AVGONegative Net Change NVDANegative Net Change

Tirthankar Chakraborty

Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change