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semiconductor: Archive

Tirthankar Chakraborty

Micron Gets the Headlines, But Sandisk Could Offer More Upside

SNDK has outpaced MU as AI-driven memory demand, strong pricing power and rising data center sales fuel exceptional growth momentum.

MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change

Shrabana Mukherjee

Can ASE Technology Sustain Its Recent Margin Expansion?

ASX's margin expansion is increasingly tied to its fast-growing LEAP business, AI-driven chip demand and stronger ATM profitability.

INTCPositive Net Change AMKRPositive Net Change ASXPositive Net Change

Anirudha Bhagat

Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?

MU's Q3 results are likely to reflect the benefits of AI-driven memory demand, better pricing and new chip ramp-up.

MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Subham Roy

Can AMAT's AGS Business Become a Long-Term Growth Driver?

Applied Materials' AGS unit is turning its installed base into a recurring growth engine with AI-enabled services and expanding margins.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Mark Vickery

Top Research Reports for Alphabet, Broadcom & Johnson & Johnson

Today's Research Daily features new research reports on 16 major stocks, including Alphabet Inc. (GOOGL), Broadcom Inc. (AVGO) and Johnson & Johnson (JNJ), as well as two micro-cap stocks, Franklin Wireless Corp. (FKWL) and Park Aerospace Corp. (PKE).

CNegative Net Change CMENegative Net Change JNJNegative Net Change PLDNegative Net Change AVGOPositive Net Change GOOGLPositive Net Change

Tirthankar Chakraborty

Seagate & Another AI Memory Momentum Stock With Big Upside

STX and WDC emerged as momentum stock picks as AI-driven data center growth boosts demand for large-scale storage solutions.

WDCPositive Net Change STXPositive Net Change

Aniruddha Ganguly

Top AI Stocks to Add to Your Portfolio for Impressive Returns

Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

DELLNegative Net Change MUPositive Net Change GOOGLPositive Net Change HPENegative Net Change

Subham Roy

MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?

Advanced Micro Devices' diversified AI portfolio and data center momentum stand out against Marvell Technology's networking strength.

AMDPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Can onsemi's Treo Platform Unlock New Automotive Opportunities?

ON's Treo platform is gaining traction in software-defined vehicles, with rapid adoption, new auto wins and margin-rich growth potential.

TXNPositive Net Change NXPIPositive Net Change ONPositive Net Change

Anirudha Bhagat

TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?

Texas Instruments' AI-linked data center growth, manufacturing strength and lower valuation make it look like the better semiconductor buy over Lam Research.

TXNPositive Net Change LRCXPositive Net Change