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semiconductor: Archive

Zacks Equity Research

ACMR Q2 Earnings Call Raises Revenue Floor as Orders Accelerate

ACM Research raises low end of the 2026 revenue guidance as first-half orders jump 105%, with newer products and overseas expansion supporting growth.

ACMRPositive Net Change

Supriyo Bose

Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?

SIMO's revenue surged 127% in Q2, while embedded, enterprise and AI storage ramps support its strong Q3 growth outlook.

SIMOPositive Net Change AMDNegative Net Change IBMNegative Net Change

Urmimala Biswas

Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

MSFTNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change QBTSNegative Net Change

Subhasish Mukherjee

Amtech Systems Stock After Q3 Earnings: Should You Buy, Hold or Sell?

ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.

ASYSPositive Net Change TXNPositive Net Change STMPositive Net Change NVDAPositive Net Change

Aniruddha Ganguly

AMD Drops 6% Post Q2 Earnings: Is the Stock a Buy on the Dip?

AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.

AMDNegative Net Change INTCPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Aniruddha Ganguly

Should Lumentum Stock Be in Your Portfolio Pre-Q4 Earnings?

LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.

LITEPositive Net Change CIENPositive Net Change MRVLPositive Net Change COHRPositive Net Change

Zacks Equity Research

MCHP Q1 Earnings Beat Estimates, Revenues Rise on Demand Recovery

Microchip's fiscal Q1 results beat estimates as demand recovery, inventory normalization and factory utilization lifted sales, margins and cash flow.

MCHPPositive Net Change NVDAPositive Net Change INUVNegative Net Change KEPositive Net Change

Rimmi Singhi

Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit

Terafab buildout could create major opportunities for KLA, Onto, Applied Materials and Lam Research as AI chip capacity expands.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change TSLANegative Net Change ONTOPositive Net Change SPCXPositive Net Change

Shaun Pruitt

Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?

Nvidia and SpaceX are drawing attention after announcing a major partnership that will see SpaceX exclusively deploy Nvidia's next-generation AI hardware across its terrestrial and orbital computing infrastructure.

NVDAPositive Net Change SPCXPositive Net Change

Anirudha Bhagat

Should You Buy NVIDIA Stock After Its 11% Rally in a Month?

NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.

NVDAPositive Net Change INTCPositive Net Change AMDNegative Net Change MRVLPositive Net Change