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semiconductor: Archive

Anirudha Bhagat

Memory Costs Rise: Can NVIDIA Protect Its 70%+ Gross Margin?

NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.

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Kevin Cook

Bull of the Day: Semtech (SMTC)

Small player in a $200 billion AI connectivity TAM is on sale after EPS estimates just jumped 50%

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Urmimala Biswas

NVIDIA & 4 Stocks Beyond Pure Plays to Gain From Quantum Boom in 2026

NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.

AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Debanjana Dey

Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?

TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.

TRTNegative Net Change INTTPositive Net Change GEOSPositive Net Change

Abhipsa Mukhopadhyay

ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027

AI's memory crunch could extend through 2027, driving chipmakers while pressuring electronics firms. Which ETFs could emerge as winners?

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Subham Roy

Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

AMATPositive Net Change KLACPositive Net Change LRCXPositive Net Change CAMTPositive Net Change

Anirudha Bhagat

Micron Stock Soars 685% in a Year: Is the Momentum Still Sustainable?

MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.

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Zacks Equity Research

Zacks.com featured highlights include Match Group, Amkor Technology and HF Sinclair

Match Group, Amkor Technology and HF Sinclair offer value as rising yields, oil prices and rate uncertainty fuel market volatility.

AMKRPositive Net Change MTCHPositive Net Change DINOPositive Net Change

Rimmi Singhi

4 Stocks to Buy Now to Ride the AI Data Center Spending Boom

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: SK Hynix and NVIDIA

SK Hynix's HBM dominance, AI data-center demand and new U.S. facility position it at the center of the AI memory boom.

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