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semiconductor: Archive

Zacks Equity Research

Can Monolithic Power's GFS Production Deal Drive Future Growth?

MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

MPWRPositive Net Change ADIPositive Net Change MCHPPositive Net Change GFSPositive Net Change

Aparajita Dutta

Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

MUNegative Net Change ASMLPositive Net Change TSMPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change NVDAPositive Net Change

Supriyo Bose

ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds

ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.

ASMLPositive Net Change INTCNegative Net Change

Supriyo Bose

Should Investors Buy ASML as AI Growth Meets a Premium Valuation?

ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Subham Roy

MRVL Stock Rises 8.6% Since Q2 Results: Time to Hold or Fold?

Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change ALABNegative Net Change

Om Jaiswal

Can Strong LEAP Momentum Boost ASE Technology's Long-Term Growth?

ASE Technology's LEAP demand is accelerating as AI drives advanced packaging needs, with rising margins and major capacity investments supporting long-term growth.

ASXPositive Net Change INTCNegative Net Change AMKRPositive Net Change

Anirudha Bhagat

Lam Research Returns $5B+ to Shareholders in FY26: Can It Reward More?

LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

TXN Starts Raising Prices: Can Higher ASPs Boost Profits in 2026?

Texas Instruments hikes prices as chip demand strengthens, adding a new lever for revenues and margins as unit volumes drive near-term growth.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability

NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.

CATPositive Net Change NVDAPositive Net Change LRCXPositive Net Change TERPositive Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMPositive Net Change ASMLPositive Net Change