Semiconductors & Semiconductor Equipment

SolarEdge Technologies’ rapid 30% rally, driven by new CEO leadership, TD Cowen’s “Buy” upgrade, and a focus on high‑efficiency solar tech, signals a promising shift in the volatile solar industry.

POET Technologies Inc., a Toronto-based semiconductor innovator, blends electronics and optics on a single chip; despite volatile stock and negative earnings, its market cap near $982 M signals cautious optimism for tech‑driven growth.

Q2 2026 earnings: Aehr Test Systems misses revenue targets but sees AI‑HPC orders surge, boosts backlog and cash, driving a 16% stock jump.

Qualcomm’s shift from handset slowdown to automotive and 2‑nm chip deals: how Volkswagen, Hyundai Mobis and Samsung shape its future earnings.

Lam Research’s shares rise on a positive tech market; the firm’s upcoming Dec‑quarter call will reveal key revenue trends and forward guidance for AI‑driven semiconductor growth.

Intel shares jump 10% after Trump praise, new Panther Lake launch, and quantum partnership—boosting confidence amid high valuation and future growth.

After AXT Inc. slashed its Q4 revenue outlook, shares plunged – a sharp reminder that even Nasdaq gains can’t hide company‑specific risks in the semiconductor sector.

Lam Research’s share price surges toward a 52‑week high amid strong Nasdaq rally, with analysts eyeing a December‑quarter earnings call that could confirm its growth and premium valuation, positioning it for continued dominance in the semiconductor …

ARM launches “Physical AI” to dominate robotics, autonomous vehicles with low‑power silicon, targeting a $120 bn market and reshaping its $122 bn value.

China’s semiconductor market lifts Shanghai, Shenzhen and ChiNext indices on 7 January 2026, with memory‑chip and storage‑chip stocks driving a 1.25 % electronics sector rally and attracting strong institutional inflows for firms like North‑Capital …