15 stories tagged with #semiconductors, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Wolfspeed: Still Not Convinced After The Bankruptcy - Earnings Preview
Wolfspeed (WOLF) rated Sell: $8.42 target vs ~$29 after Chapter 11. Despite lower debt, margins and guidance stay weak.…
ASML: Potential Bull Trap As AI Super Cycle Continues - Reiterate Hold
ASML stands to benefit as the first in-line AI beneficiary of the multi-year cloud spending trends. Find out why the stock is a Hold.…
AI boom tests GOP’s midterm affordability pitch as price pain spreads
GOP lawmakers say a chip shortage fueled by the global AI race is pushing up consumer prices, undermining their cost-of-living message for 2026 midterms.…
Micron: Why I Think Another Leg Is Around The Corner
Micron stock is up 200% yet may have more upside from AI demand, strong earnings, and low forward P/E. Click here to read an analysis of MU stock now.…
Ichor's Margin Inflection Is Taking Shape Ahead Of Q1
Ichor Holdings benefits from AI-driven demand for advanced logic, HBM, and advanced packaging. Read why ICHR stock is a Strong Buy.…
Nordic Semiconductor ASA 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by Nordic Semiconductor ASA in conjunction with their 2026 Q1 earnings call.…
South Korea passes U.K. to become world’s eighth-largest stock market
The total market capitalization of Korean-listed companies has surged more than 45% this year to $4.04 trillion, while the U.K.'s has climbed about 3% to $3.99 trillion.…
Rambus Inc. 2026 Q1 - Results - Earnings Call Presentation
2026-04-27. The following slide deck was published by Rambus Inc.…
Amkor Technology, Inc. (AMKR) Q1 2026 Earnings Call Transcript
Amkor Technology, Inc. (AMKR) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsJennifer Jue - Vice President of Investor Relations &...…
Rambus Inc. (RMBS) Q1 2026 Earnings Call Transcript
Rambus Inc. (RMBS) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsJohn Allen - Interim CFO, VP of Accounting & Chief Accounting...…
SHOC: Concentrated Bet On The Semiconductor Supercycle
The Strive US Semiconductor ETF offers concentrated exposure to leading US semiconductor stocks, with the top 10 holdings comprising 75% of assets. Learn more about the SHOC ETF he…
Micron: The Cycle Is Evolving, Not Disappearing
Micron's AI infrastructure will elevate the cyclical earnings floor, though industry cyclicality persists in an evolved form. Learn why MU stock is a buy.…
MaxLinear: Re-Rated Too Far, Too Fast
MaxLinear has pivoted from legacy broadband chips to AI-driven optical data center interconnects. Find out why MXL stock is a hold.…
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story.…
Intel: Pump The Brakes
Intel stock surged nearly 300% on short-term CPU demand and price hikes, but valuation looks stretched. Read the full analysis here.…