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semiconductor: Archive

Urmimala Biswas

D-Wave Expands Global Quantum Reach in 2025 Through Strategic Deals

QBTS surges 87.9% in three months as global deals from South Korea to Germany fuel its quantum expansion drive.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Anirudha Bhagat

TSM vs. LRCX: Which Chip Supplier Stock Is the Smarter Pick?

Lam Research outshines Taiwan Semiconductor Manufacturing with strong AI-driven demand, fewer risks and higher earnings growth expected in FY25.

LRCXPositive Net Change TSMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Visa, Exxon Mobil, Omega Flex and Weyco Group

Zacks spotlights NVDA, V, and XOM for strong growth drivers, while OFLX and WEYS navigate headwinds with resilient fundamentals.

VNegative Net Change XOMPositive Net Change NVDAPositive Net Change WEYSNegative Net Change OFLXNegative Net Change

Urmimala Biswas

Pure-Play Quantum in Focus: IONQ, QBTS Shine, RGTI a Wait-and-See

IonQ and D-Wave Quantum impress with tech strides and revenue jumps, as Rigetti struggles to retain investor confidence.

IBMNegative Net Change NVDAPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Is China's RISC-V Pivot Undermining Arm's Growth Prospects?

ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.

AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change

Anirudha Bhagat

ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?

ASML jumps 10% YTD, outpacing peers, as its EUV tech and AI-driven demand fuel confidence in long-term growth.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change ASMLNegative Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Visa & Exxon Mobil

NVDA, V, and XOM lead Zacks' top analyst picks with standout gains driven by AI, digital payments, and upstream strength.

VNegative Net Change XOMPositive Net Change NVDAPositive Net Change WEYSNegative Net Change OFLXNegative Net Change

Benjamin Rains

Buy Nvidia, AMD Supplier Micron Stock Down 20% for AI Growth

Micron is a compelling long-term AI investment because it's a leader in high-bandwidth memory chips, trading 20% below its highs and it offers enticing value even though it crushed Tech the last 20 years.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

LRCX Leans on CSBG & Semiverse Solutions: Will it Drive Growth?

Lam Research bets on CSBG's steady revenues and Semiverse's innovation to offset cyclicality and outpace rivals in chipmaking.

LRCXPositive Net Change AMATNegative Net Change ONTOPositive Net Change

Subham Roy

DRAM Demand Powers Micron's Growth: Can it Sustain Momentum?

MU's DRAM segment is propelled by the traction in AI data center, automotive, PC, mobile market growth and an increase in average selling price of products.

WDCPositive Net Change MUPositive Net Change TSMPositive Net Change

Anirudha Bhagat

NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?

NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.

NVDAPositive Net Change ARMPositive Net Change

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCPositive Net Change QCOMPositive Net Change MUPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Credo Technology and PDD have been highlighted as Zacks Bull and Bear of the Day

CRDO surges on AI and data center demand, while PDD slumps amid profit woes, tariffs, and fierce e-commerce rivalry.

CMGNegative Net Change PDDNegative Net Change SGPositive Net Change CRDOPositive Net Change CAVANegative Net Change

Shuvra Shankar Dey

Is ARM's 22% Plummet Over a Year Offering a Fair Price for the Stock?

Arm Holdings' 22% stock decline, cooling China growth and soaring valuation raise fresh questions about its upside potential.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Company News for Jun 17, 2025

Companies in The News Are: RNW, NOC, SRPT, AMD.

NOCPositive Net Change AMDPositive Net Change SRPTNegative Net Change RNWPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Semtech and Analog Devices

Semtech and Analog Devices show promise in a cautious chip market, fueled by AI, auto tech, and long-cycle industrial demand.

ADINegative Net Change SMTCPositive Net Change

Sejuti Banerjea

Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks

Analysts expect SMTC and ADI to see strong double-digit growth in 2025, despite the negative macro and geopolitics plaguing the Analog/Mixed Signal semiconductor industry.

ADINegative Net Change SMTCPositive Net Change

Akashlina Dewanjee

SKYT vs. MRVL: Which Semiconductor Stock is the Better Investment?

SkyWater Technology's quantum push, Fab 25 deal and lean valuation stack up strongly against Marvell Technology's AI-fueled momentum.

MRVLPositive Net Change SKYTNegative Net Change

Zacks Equity Research

SkyWater Banks on ThermaView Platform to Revive Wafer Services Growth

SKYT rebounds with a 70% jump in Wafer Services revenues as its ThermaView platform gains rapid traction in defense.

TSEMPositive Net Change SKYTNegative Net Change GFSNegative Net Change

Zacks Equity Research

Company News for Jun 16, 2025

Companies in The News Are: RTX, AAL, ADBE, NVDA

NVDAPositive Net Change AALPositive Net Change RTXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA

CoreWeave and Circle soar post-IPO as investors bet big on AI infrastructure and the future of digital currencies.

NVDAPositive Net Change CRWVPositive Net Change CRCLNegative Net Change

Subham Roy

Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?

Applied Materials is gaining from the rising demand for AI and DRAM chips and advanced packaging processes.

KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, D-Wave Quantum IonQ, QTUM and Lockheed Martin

NVDA's CEO sees a quantum leap ahead boosting optimism and momentum for Buy-rated stocks QBTS and IONQ.

LMTPositive Net Change NVDAPositive Net Change QTUMPositive Net Change IONQNegative Net Change QBTSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor and Vertiv

NVDA, TSM and VRT are powering the AI boom with strong growth and surprisingly reasonable valuations.

NVDAPositive Net Change TSMPositive Net Change VRTPositive Net Change

Zacks Equity Research

Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off?

LRCX focuses on ALD and dry EUV tech to drive chip performance gains, but rivals and macro risks pose key challenges.

KLACPositive Net Change LRCXPositive Net Change AMATNegative Net Change