Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

QCOM's diversification gains momentum, but Apple exposure, handset weakness and margin pressure keep the buy case from turning decisive.

Qualcomm's Q3 revenue beat was offset by an earnings miss as record auto growth contrasted with handset weakness and continued margin pressure.

Qualcomm's 30.6% slide reflects handset weakness and margin pressure, even as automotive growth and data center targets broaden its revenue mix.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Treasury yields just hit a 19-year high, making dividend stocks look like a losing bet on paper. What actually happened to retirement portfolios in 2026 tells a completely different story.

The South Korean company's SF4 production line at its Pyeongtaek plant has been running at full capacity since late last year

According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.

A dividend fund built for retirees just outpaced the Nasdaq 100, and the reason behind that reversal is more complicated than a simple value-versus-growth rotation story.

Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a $428 target are visionaries or latecomers.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

Qualcomm is evolving from a phone chip company into a major edge-AI platform spanning cars, PCs, robots, and connected devices.

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.

MaxLinear stock trades on multiples measured over a trailing year, while the infrastructure business that would justify them is only now the company's largest.

QUALCOMM stock has delivered a 59.9% return over the past three years, yet current checks suggest the shares now sit close to their intrinsic value on a Discounted Cash Flow (DCF) basis while still looking inexpensive on some market multiples. With mixed signals on valuation, investors are weighing a solid historical return profile against a set of fairness indicators rather than a clear bargain. A 59.9% return over three years points to QUALCOMM as a strong performer over that window, which...

Demand for its server chips runs ahead of what Intel can make, and the price now carries a build-out that is still years from finished.

David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.

The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.