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semiconductor: Archive

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCNegative Net Change MPWRPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Mark Vickery

Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments

Eli Lilly, Palo Alto Networks and Texas Instruments benefit from strong demand, strategic moves and growth prospects despite key risks.

TXNPositive Net Change LLYNegative Net Change PANWPositive Net Change STRSPositive Net Change BPPositive Net Change RJFNegative Net Change PYPLNegative Net Change

Subhasish Mukherjee

Amkor Expands Advanced Packaging: Can Its $12B Arizona Bet Pay Off?

AMKR's $12B Arizona expansion adds major advanced packaging capacity, backed by customer commitments and key TSMC and NVIDIA partnerships.

AMKRPositive Net Change INTCNegative Net Change FORMPositive Net Change

Aniruddha Ganguly

AMD Rises 8% in a Month: Should You Buy, Sell or Hold the Stock?

AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.

AMDPositive Net Change INTCNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Subhasish Mukherjee

AXT's Liquidity Supports InP Capacity Expansion: Can Growth Continue?

AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.

AXTIPositive Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Dell, Hewlett Packard and Nvidia

Dell's surging AI-server growth and raised outlook give it an edge over HPE, while HPE offers a lower valuation and expanding infrastructure business.

DELLPositive Net Change NVDAPositive Net Change HPEPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Alphabet, AMD, Micron, Dell and Cisco

NVIDIA, Alphabet and other AI leaders may have stronger foundations than the internet boom, backed by utilization, profits and valuations.

AMDPositive Net Change CSCOPositive Net Change DELLPositive Net Change MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth?

ASML and TSM are collaborating on a 12-inch photomask pilot line to advance High NA EUV and boost semiconductor manufacturing efficiency.

ASMLPositive Net Change AMATPositive Net Change TSMPositive Net Change AEISPositive Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMPositive Net Change SIMOPositive Net Change JBLPositive Net Change

Om Jaiswal

ASE Technology Surges 16% in 3 Months: Time to Hold or Fold the Stock?

ASX's LEAP momentum and rising ATM margins support growth, but EMS pressure and a premium valuation warrant caution.

ASXPositive Net Change UMCPositive Net Change SYNAPositive Net Change GFSPositive Net Change