Semiconductors & Semiconductor Equipment

Micron Technology’s Q2 earnings beat expectations, driven by AI and data‑center demand. Learn why investors are bullish on its memory‑chip growth.

Mid‑cap silicon photonics firms like Astera are quietly powering the AI boom by delivering low‑latency, high‑bandwidth interconnects that meet data‑center and edge demands.

Lam Research’s analyst‑picked spot signals a shift toward equipment suppliers as the next growth engine in semiconductors—why its R&D, global reach, and AI‑driven upgrades could power the industry’s 2028 capital‑expenditure boom.

Analog Devices’ surge in analog chip demand fuels 50 % stock gains and higher pricing power, offering IT leaders resilience and long‑term savings in EV, automotive, and automation markets.

Marvell Technology’s analyst‑boosted momentum ahead of CES shows investors why the chipmaker’s edge‑computing, integrated‑security platform could drive future gains.

Micron’s Q1 earnings beat expectations, driving shares to an all‑time high; investors spot a strong HBM ramp‑up amid AI demand, boosting future upside.

AMD’s AI‑chip strategy and 3 nm advancement fuel high‑performance, energy‑efficient processors that power edge AI, 6G and sustainable data centers.

Explore how Nvidia’s $20 B Groq deal strengthens its AI‑chip dominance, diversifies tech stacks, and fuels future growth in cloud and edge inference.

Intel’s 2025 rally hinges on new leadership, a bold foundry revival and an AI‑first strategy—can it overcome the 18A setback and reshape the semiconductor landscape?

Analog Devices’ 2026 price hike targets AI‑driven markets—boosting margins and ETF appeal while urging IT leaders to reassess procurement and AI roadmaps.