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semiconductor: Archive
KLA Rides on Strong Advanced Packaging Growth: More Upside Ahead?
by Aniruddha Ganguly
KLAC expects advanced packaging revenues to surge over 70% in 2026 as AI chip complexity drives demand for inspection, metrology and yield tools.
KLACNegative Net Change AMATNegative Net Change ONTONegative Net Change
artificial-intelligence semiconductor tech-stocks
FormFactor's Q2 Earnings Beat Estimates, Revenues Increase Y/Y
by Zacks Equity Research
FORM's Q2 earnings beat estimates as record revenues, HBM strength and a systems rebound support an upbeat third-quarter outlook.
FORMNegative Net Change SNDKNegative Net Change HUBSPositive Net Change SHOPPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
QUBT vs. RGTI: Which Quantum Computing Stock Is the Better Pick Now?
by Sridatri Sarkar
Quantum Computing's photonic AI push, NHanced deal, lower valuation and stronger analyst upside sharpen its edge ahead of Q2 earnings.
QUBTNegative Net Change RGTINegative Net Change
internet semiconductor
LRCX Q4 Earnings Beat on NAND and Customer Support Strength
by Zacks Equity Research
Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.
LRCXNegative Net Change ADINegative Net Change CSCOPositive Net Change AMATNegative Net Change
computers earnings semiconductor tech-stocks
Silicon Motion's Q2 Earnings Beat Estimates on Solid Revenue Growth
by Zacks Equity Research
SIMO's Q2 2026 revenues are up 127%, beating earnings estimates as demand surges for storage controllers and Ferri solutions, with strong Q3 guidance.
SIMOPositive Net Change MSIPositive Net Change ANETPositive Net Change HUBSPositive Net Change
automation computers earnings semiconductor tech-stocks
Qualcomm Misses Q3 Earnings Estimates, Revenues Beat on Auto Growth
by Zacks Equity Research
QCOM's Q3 revenues beat estimates as auto and IoT growth offset handset weakness, but higher costs weighed on earnings and squeezed margins.
QCOMNegative Net Change AKAMNegative Net Change ANETPositive Net Change PINSPositive Net Change
artificial-intelligence communications computers earnings iot mobile semiconductor tech-stocks
NVIDIA Under Pressure But AI Spending Isn't Slowing: Buy the Dip?
by Rimmi Singhi
NVDA's 10% five-day slide reflects financing concerns, but surging AI capex, strong earnings growth and a discounted valuation keep its investment case strong.
NVDAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence retail semiconductor social-media tech-stocks
QCOM Q3 Earnings Call Highlights AI Expansion
by Zacks Equity Research
Qualcomm expands AI, automotive and data center plans while targeting $40 billion in non-handset revenues by fiscal 2029.
QCOMNegative Net Change
earnings electronics semiconductor
ARM Q1 Earnings Call Highlights AI CPU Demand and Data Center Growth
by Zacks Equity Research
Arm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.
ARMNegative Net Change
computers earnings semiconductor
Do Options Traders Know Something About Advanced Energy Stock We Don't?
by Zacks Equity Research
Investors need to pay close attention to AEIS stock based on the movements in the options market lately.
AEISNegative Net Change
semiconductor tech-stocks