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semiconductor: Archive

Zacks Equity Research

Company News for Aug 5, 2026

Companies In The News Are: ALSN, CLX, AEIS, PFE.

PFENegative Net Change CLXNegative Net Change ALSNPositive Net Change AEISPositive Net Change

Kevin Cook

Bull of the Day: Amkor (AMKR)

Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona

AMKRPositive Net Change NVDAPositive Net Change TSMPositive Net Change LITEPositive Net Change SKHYPositive Net Change

Mark Vickery

Early August Rally Brings Record Closing Highs

If "Sell in May and Go Away" isn't already a dead notion, this early trading week is killing it.

AMDPositive Net Change BKNGNegative Net Change SPCXPositive Net Change

Aniruddha Ganguly

Buy Microchip Stock Before Q1 Earnings? Here's What to Know

MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.

MCHPPositive Net Change ADIPositive Net Change TXNPositive Net Change ONPositive Net Change

Aniruddha Ganguly

Should You Buy, Sell or Hold AAOI Stock Ahead of Q2 Earnings?

Applied Optoelectronics heads into Q2 earnings with AI-driven 800G demand and CATV growth, but valuation and production constraints loom.

AAOIPositive Net Change CIENPositive Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Can Strong Data Center & Edge Boost SNDK's Top Line in Q4 Earnings?

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

SNDKNegative Net Change STXNegative Net Change MUNegative Net Change SKHYPositive Net Change

Anirudha Bhagat

Lam Research Plunges 16% in a Month: Should You Still Buy the Stock?

LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.

LRCXPositive Net Change KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Arijit Sarkar

Should Investors Buy SIMO or Wait Despite Its Premium Valuation?

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

SIMOPositive Net Change WDCNegative Net Change MRVLPositive Net Change

Arijit Sarkar

Why Silicon Motion Fell 21.1% in the Past Month and What Comes Next

SIMO's shares slid despite record results as AI, enterprise storage and automotive growth fuel rising revenue and another quarter of strong guidance.

SIMOPositive Net Change WDCNegative Net Change MRVLPositive Net Change

Arijit Sarkar

Can AI Storage Demand Make SIMO a Long-Term Enterprise Winner?

SIMO is expanding into AI infrastructure and enterprise SSD controllers as commercial production ramps and new customer deployments broaden its growth opportunities.

SIMOPositive Net Change WDCNegative Net Change MRVLPositive Net Change