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semiconductor: Archive

Zacks Equity Research

Intel Gains From Rising Sovereign AI Demand: More Growth Ahead?

INTC is gaining traction in sovereign AI as TPIsoftware adopts Xeon 6 and Arc Pro B60, opening more AI infrastructure exposure across Asia-Pacific.

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Supriyo Bose

MPWR Benefits From AI Infrastructure Boom: Should You Buy the Stock?

Monolithic Power is gaining from AI infrastructure demand, with power solutions supporting servers, data centers and networking equipment.

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Indrajit Bandyopadhyay

Can AXTI Deliver Its Biggest Indium Phosphide Quarter Ever?

AXTI could post its biggest-ever Indium Phosphide quarter in Q2 2026 as AI demand surges and a record backlog boosts revenue visibility.

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Sridatri Sarkar

What Makes NeuraWave Suited for Quantum Computing's Growth Strategy?

QUBT's NeuraWave lands a Planck Dynamics deal, highlighting demand for photonic AI systems and a potential program above $10M.

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Mrithunjoy Kaushik

KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?

Applied Materials rides AI-led chip demand with stronger growth forecasts and lower valuation, while KLA trails with premium pricing after a sharp rally.

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Debanjana Dey

Zacks Initiates Coverage of Trio-Tech With Neutral Recommendation

Discover why Zacks rates Trio-Tech as "Neutral," being the first on Wall Street to initiate coverage on the stock. Explore TRT's AI-driven semiconductor testing demand and expanding capacity amid execution risks and semiconductor market cyclicality.

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Subham Roy

Can Marvell Technology Sustain Its Strong AI Networking Expansion?

MRVL's AI networking push gains steam as interconnect growth tops 70%, optics scale and Golden Cable expand next-generation data center connectivity.

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Zacks Equity Research

Stock Market News for Jun 24, 2026

Wall Street closed sharply lower on Tuesday, pulled down by tech and industrial stocks.

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Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

Applovin's stronger earnings growth outlook and AI-driven advertising momentum give it an edge over Arm Holdings despite both benefiting from AI trends.

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