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semiconductor: Archive

Andrew Rocco

The Burst Phenomenon: Why Tesla's Stock Stagnation Will Soon End

While Tesla's price action has been lackluster lately, history proves that these frustrating lulls are often the quiet before the bull storm.

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Urmimala Biswas

Should You Buy TSM Stock Ahead of Q2 Earnings on HPC Strength?

TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.

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Sridatri Sarkar

IonQ's Roadmap Execution Underpins Commercial Growth

IONQ's growth hinges on delivering its 256-qubit roadmap on schedule as chip milestones, presales and customer deployments shape recurring revenues.

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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.

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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.

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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.

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Mark Vickery

Q2 Earnings & Inflation Numbers to Inform Trading Week

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

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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.

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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.

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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.

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