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semiconductors

Everything tagged "semiconductors" across research, earnings, and macro.

15 articles

GlobalFoundries (GFS): Specialty Foundry Growth vs. Rich Valuation

GlobalFoundries is a balanced Hold with real upside from specialty semiconductors, automotive, and silicon photonics. The stock’s premium valuation leaves less room for error as near-term revenue guidance softens.

Apr 20, 2026·27 min read

Technology Semiconductors Semiconductors

Research ReportMRVL

Marvell Technology (MRVL): AI Infrastructure Growth With Valuation Risk

Marvell is emerging as a key AI infrastructure supplier, with fiscal 2026 revenue up 42% and data center sales topping $6B. The upside is real, but the stock already prices in a lot of success at 36.4x forward earnings.

Apr 20, 2026·24 min read

Technology Semiconductors AI

Research ReportSTM

STMicroelectronics (STM): Cyclical Recovery With Margin Upside

STMicroelectronics looks like a trough-year recovery story: 2025 results were weak, but a strong balance sheet, improving inventory visibility, and growth in automotive, industrial, and optical connectivity support a medium-term rebound.

Apr 17, 2026·25 min read

Technology Semiconductors Semiconductors

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