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semiconductor: Archive

Sridatri Sarkar

Here's How QUBT's Strategic Initiatives Drive Long-Term Growth

Quantum Computing is expanding U.S. semiconductor manufacturing and advancing edge AI through key deals that strengthen its quantum technology portfolio.

QUBTPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Ethan Feller

Qualcomm AI Factory Bet Comes as the Semiconductor Pendulum Swings

Qualcomm just announced a major foray into the AI industry, but the broader semiconductor space is under pressure.

QCOMPositive Net Change MUNegative Net Change

Aniruddha Ganguly

Amphenol Rises 17% Year to Date: Buy, Sell or Hold the Stock?

APH's AI data center demand, acquisitions and diversified end-markets support growth, but debt, supply pressures and stretched valuation add risk.

APHPositive Net Change GLWPositive Net Change BDCPositive Net Change TELPositive Net Change

Aniruddha Ganguly

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How

ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.

ONPositive Net Change TXNPositive Net Change NVTSNegative Net Change

Zacks Equity Research

Can AMAT's Advanced Packaging Drive Its Next Growth Phase?

Applied Materials targets over 50% packaging revenue growth in 2026 as AI demand fuels HBM, 3D chiplet stacking and next-generation packaging.

AMATNegative Net Change LRCXNegative Net Change CAMTNegative Net Change

Zacks Equity Research

Arm Holdings' Licensing Momentum Continues to Fuel Revenue Growth

ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.

ARMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Om Jaiswal

Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?

NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.

NVTSNegative Net Change STMPositive Net Change ONPositive Net Change

Subham Roy

5 Top-Ranked Semiconductor Stocks to Buy for Better Returns in July

MCHP, SMTC, TXN, ASYS and VSH stand out for July as the AI boom drives demand across connectivity, power management, networking and advanced packaging.

TXNPositive Net Change MCHPNegative Net Change SMTCPositive Net Change ASYSPositive Net Change VSHPositive Net Change

Shrabana Mukherjee

Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?

STM's Q2 outlook looks achievable as bookings improve, inventories normalize and AI infrastructure emerges as a key growth driver.

STMPositive Net Change TXNPositive Net Change ONPositive Net Change

Rimmi Singhi

4 Semiconductor Stocks to Benefit as Cars Become AI-Powered

MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.

MUNegative Net Change NVDAPositive Net Change NXPIPositive Net Change ONPositive Net Change