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semiconductor: Archive

Harendra Ray

STM vs. ADI: Which Semiconductor Stock Looks More Attractive Now?

STMicroelectronics and Analog Devices are expanding AI, automotive and industrial chip offerings as semiconductor demand continues to grow.

ADIPositive Net Change STMPositive Net Change

Subham Roy

Can Qnity Electronics Sustain AI-Driven Semiconductor Growth?

Q is riding on AI-driven semiconductor demand with rapid interconnect growth, new NVIDIA and Apple ties, and capacity expansion to fuel momentum.

QPositive Net Change ENTGPositive Net Change AMKRNegative Net Change

Om Jaiswal

ASX vs. LRCX: Which AI Semiconductor Stock is the Better Buy?

ASE Technology gains an edge over Lam Research as strong AI packaging demand and a more attractive valuation support its investment outlook.

LRCXNegative Net Change ASXPositive Net Change

Anirudha Bhagat

Texas Instruments' CapEx Moderates: Can Cash Flow Improve Further?

TXN's lower 2026 capital spending is likely to lift free cash flow and expand flexibility for dividends, buybacks and future growth.

TXNPositive Net Change ADIPositive Net Change NXPINegative Net Change

Sanghamitra Saha

Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?

AI spending is boosting chipmakers' cash flows before Big Tech sees returns, keeping semiconductor ETFs like SMH, XLK and DRAM in focus.

XLKPositive Net Change SMHPositive Net Change MAGSPositive Net Change DRAMNegative Net Change

Shaun Pruitt

3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNH

Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).

GENegative Net Change UNHPositive Net Change TSMPositive Net Change BANegative Net Change AAPLNegative Net Change AMDNegative Net Change NVDAPositive Net Change AVGOPositive Net Change EADSYNegative Net Change

Aniruddha Ganguly

ON Jumps 67% Year to Date: Buy, Sell or Hold the Stock?

onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.

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

Subhasish Mukherjee

AXTI Falls Below 50-Day SMA: Is It Time to Hold or Exit the Stock?

AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.

AXTIPositive Net Change LRCXNegative Net Change MRVLNegative Net Change AMKRNegative Net Change

Shreya Majumder

Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy?

ONTO offers broader AI and semiconductor exposure, while its lower valuation and rising earnings estimates make it stand out over Camtek.

CAMTNegative Net Change ONTONegative Net Change

Subham Roy

Qnity Electronics Rises 73% YTD: Time to Buy, Sell or Hold the Stock?

Q stock rides on booming AI semiconductor demand with strong growth, capacity expansion and key partnerships - but can its momentum continue?

NVDAPositive Net Change QPositive Net Change ENTGPositive Net Change AMKRNegative Net Change