stock research articles

Over the weekend, Micron Technology (MU) announced it’s buying a new fab from one of Taiwan’s smaller semiconductor foundries, Powerchip Semiconductor Manufacturing (or just PSMC, TWSE:6770). On the surface, Micron’s move is simple: Spend $1.8 billion, get a bunch of

Over on Semi Insider, we’ve been discussing where value can be found as 2026 gets rolling. The digital payments industry, and finance sector at large (a top consumer of all things IT), is one such area. Below is an excerpt

Much work has been going into breaking down the memory bottleneck to make AI inference (the AI being put to work in software after it’s been trained). A few months ago, we discussed the Nvidia (NVDA) “acqui-hire” of semiconductor design

2025 was a wild year for top semiconductor manufacturing equipment provider ASML Holding (ASML). We can divide it in two chapters: The Nasdaq stock listing for ASML, denominated in U.S. dollars, ended up with a more than 50% total return

Earlier in 2025, we allocated new money to a basket of “small bet potential big winner” stocks, which we discussed over on Semi Insider. One of those companies was Credo Technology Group (CRDO), which has since become a fairly well

Merger and acquisition activity in the semiconductor and electronics supply chain was a highlight of 2025. Synopsys (SNPS) got its mega-takeover of ANSYS across the finish line. Apple (AAPL) suppliers Skyworks Solutions (SWKS) and Qorvo (QRVO) announced their intent to

It would seem the answer to the title question is “yes” considering the compressed valuations paired with enduring growth for many enterprise SaaS stocks in 2025. Yet the threat of new AI agent startups, vibe coding, and pricing pressure has

Up to this point, we haven’t had much to say about Apple‘s (AAPL) lack of play in the artificial intelligence (AI) race. AI isn’t an imminent threat to Apple’s business. However, the going narrative was that, with companies like OpenAI