After a challenging transitional year in 2025, Navitas Semiconductor's pivot towards high-margin data center and industrial markets is expected to accelerate growth and deliver investor returns by 2026, despite near-term revenue pressures.
After a powerful 41% surge over the past year, Lattice Semiconductor (LSCC) finds itself at a crossroads. With shares trading near $80, new analysis suggests the stock may be significantly overvalued, raising questions about its long-term prospects in the competitive semiconductor landscape.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
Tower Semiconductor (TSEM) has captured market attention with record revenue guidance and a major $650 million capacity expansion targeting silicon photonics and SiGe technologies. While shares have surged over 58% in 90 days, analysts are now debating whether the stock's premium valuation fully prices in future growth in AI, 5G, and data center markets.
Taiwan's economy surged 8.6% in 2025, its fastest growth since 2010, driven by a global AI boom and a landmark trade agreement with the United States. While analysts project a moderation in 2026, the island's pivotal role in the tech supply chain has delivered record profits for its leading firms.
A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.
Shares of Advantest Corp. have surged nearly 200% in the past year, riding the AI and advanced chipmaking wave. As the stock trades near record highs, investors are grappling with a critical question: has the rally run too far, too fast?
After years of punishing declines, MaxLinear's stock appears deeply discounted. But does a 29% gap between its market price and intrinsic value signal a genuine opportunity, or merely reflect the structural challenges facing the chip designer?
Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.
Following the UK Prime Minister's visit to Beijing, China has agreed to slash tariffs on UK-produced whiskies from 10% to 5%, a move welcomed by the industry as a potential catalyst for growth in a key premium market.
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in over a year at a private dinner in Taipei with Nvidia CEO Jensen Huang. The meeting, which ended months of speculation about Chang's health and public role, also served as a platform to reaffirm TSMC's central position in the global chip supply chain.
As Chinese exports, from electric vehicles to e-commerce parcels, flood Latin American markets, nations across the region are grappling with the dual pressures of protecting domestic industries and maintaining vital economic ties with Beijing.
The semiconductor testing equipment leader capitalizes on surging AI chip demand to deliver historic Q3 results, while unveiling a significant treasury share cancellation and business segment reorganization aimed at enhancing shareholder value and operational focus.
As Chinese exports, from electric vehicles to e-commerce parcels, flood Latin American markets, governments are walking a tightrope between protecting domestic industries and satisfying consumer demand for affordable goods, all while navigating deepening economic ties with Beijing.
Amidst a cautiously optimistic Asian market, companies where executives and directors hold significant stakes are drawing investor attention. We examine three high-conviction plays in semiconductors, 3D printing, and biotech where insider ownership aligns with explosive growth forecasts.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
As Skyworks Solutions prepares to report Q4 earnings, investors are weighing its track record of beating estimates against a backdrop of expected revenue decline and mixed semiconductor sector performance.
Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.
