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semiconductor: Archive

Subham Roy

AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now?

Applied Materials' AI-driven packaging, broad chipmaking portfolio and high-margin services strengthen its edge over Qnity Electronics as a safer long-term investment.

QPositive Net Change AMATPositive Net Change

Zacks Equity Research

STMicroelectronics Q2 Earnings Call Highlights AI Data Center Growth

STM's Q2 earnings call spotlights AI data center growth, raising its 2026 and 2027 revenue outlook as customer demand, backlog and product mix improve.

STMPositive Net Change

Zacks Equity Research

MXL Q2 Earnings Call Highlights Optical AI Data Center Growth

MaxLinear spotlights accelerating optical AI data center growth, raising its outlook as new products, customer engagements and infrastructure ramps drive momentum.

MXLNegative Net Change

Zacks Equity Research

INTC Q2 Earnings Call Highlights AI Demand Push

Intel highlights surging AI infrastructure demand, foundry progress and higher 2026 investment as it works to expand capacity and meet customer needs.

INTCNegative Net Change

Zacks Equity Research

Intel Q2 Earnings Surpass Estimates on Solid Top-Line Growth

INTC tops earnings and revenue estimates in second-quarter 2026 as Xeon server CPUs, AI PCs and Intel 18A output fuel 25% revenue growth.

INTCNegative Net Change APHPositive Net Change GLWNegative Net Change ANETNegative Net Change

Anirudha Bhagat

Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?

MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.

MUNegative Net Change SNDKNegative Net Change SKHYNegative Net Change

Anirudha Bhagat

LRCX Poised for a Q4 Earnings Surprise: Should You Buy the Stock Now?

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

LRCXNegative Net Change KLACNegative Net Change ASMLNegative Net Change AMATPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Credo Technology, Broadcom, Marvell Technology and Astera Labs

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

MRVLNegative Net Change AVGOPositive Net Change CRDONegative Net Change ALABPositive Net Change

Derek Lewis

Intel Earnings: AI Driven Demand Leads to Decade High Sales Growth

Intel reported 25% YoY sales growth on the back of favorable AI compute demand trends, reflecting the highest growth rate we've seen from the company in more than a decade.

INTCNegative Net Change

Tirthankar Chakraborty

Missed NVIDIA? This AI Memory Stock Could Be the Next Big Winner

Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.

NVDAPositive Net Change SNDKNegative Net Change