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semiconductor: Archive

Zacks Equity Research

Can Qualcomm's Advanced Snapdragon Mobile Portfolio Boost Profits?

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

QCOMPositive Net Change AAPLPositive Net Change AVGOPositive Net Change

Shreya Majumder

ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue

ONTO's $720M Rigaku stake adds X-ray process control to its portfolio, targeting a roughly $1B market as chip structures grow more complex.

ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change

Shreya Majumder

Should You Buy ONTO for AI Growth Despite Its Rich Market Valuation?

Onto Innovation's AI-driven demand, rising estimates and margin gains strengthen its outlook, but a rich valuation leaves little room for execution misses.

ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change

Subham Roy

Should You Buy, Sell or Hold AMAT Stock After a 31% Rise in 3 Months?

Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.

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

Shreya Majumder

ONTO Surged 26.1% in the Past Month. Can Its Rally Keep Going Strong?

Onto Innovation's 26.1% monthly rally is backed by record revenue, a $1.1B-plus backlog and raised guidance, but rich valuation raises the execution bar.

ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change

Subham Roy

Can ADI's Industrial Segment Sustain Its Growth Momentum?

Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.

ADIPositive Net Change TXNPositive Net Change STMPositive Net Change

Om Jaiswal

NVT vs. SMCI: Which Data Center Infrastructure Stock is a Better Buy?

nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.

SMCIPositive Net Change NVTPositive Net Change

Sridatri Sarkar

Here's How QUBT Expands Customer Adoption Across Quantum Platforms

Quantum Computing expands customer adoption with Dirac-3 deployment, NeuraWave readiness and a framework deal potentially worth more than $10 million.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Anirudha Bhagat

Lam Research's DRAM Push Gains Steam: Can It Boost Growth Further?

LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

TXN's Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?

Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change