Can STMicroelectronics' China-for-China Strategy Lift MCU Momentum?
STM advances its China-for-China strategy, as local STM32 wafer supply and stronger industrial demand support MCU momentum.
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The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
Apple's chip-related pricing moves and Asian semiconductor stocks take center stage as investors weigh AI momentum heading into the second half of 2026.
Zacks
Can the NXP MEMS Deal Expand STMicroelectronics' Sensor Leadership?
STM's NXP MEMS acquisition expands its automotive sensor portfolio as it targets long-term growth in vehicle sensing.
Zacks
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?
Zacks
How Much Impact Can AI & Cloud Demand Have on STM's Top Line?
STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.
Zacks
How onsemi Is Winning in Renewable Energy Infrastructure
ON is gaining ground in renewables with SiC tech and fast-growing energy storage and microgrids, along with a fresh design win and AI-driven power demand.
Zacks
How Navitas Semiconductor's GaN and SiC Power AI Grid Buildout
NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.
Zacks
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks
NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.
Zacks
Infineon Technologies AG (IFNNY) Is Up 2.90% in One Week: What You Should Know
Does Infineon Technologies AG (IFNNY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Zacks
Is Navitas Finally Building a Path Toward Operating Breakeven?
Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.