“The Arms Dealer of the Semiconductor Revolution.”
Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of…
Tag: Semiconductor
Navitas Semiconductor vs. Astera Labs
Both Navitas Semiconductor and Astera Labs provide key components for AI infrastructure. Navitas is undergoing a major shift in its…
Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3
Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can…
This Semiconductor Stock Is Still 20% Below Its High but One Fund Is Betting Nearly $50 Million on Shares
Boston-based Portolan Capital Management added 289,844 shares of Semtech in the third quarter. The overall position value increased by $30.68…
Rare Bullish Inflows Send Lattice Semiconductor Higher
LSCC makes and sells semiconductor products, system solutions, design services, and more for customers in different industries. LSCC’s third-quarter fiscal…
Is SemiLEDs the Fastest-Growing Semiconductor Stock?
SemiLEDs Corporation (NASDAQ:LEDS) is one of the fastest-growing semiconductor stocks to buy. The company grew its year-over-year revenue by a…
Should You Buy Navitas Semiconductor Stock Before 2026?
Navitas Semiconductor (NASDAQ: NVTS) could be about to experience incredible growth in the next five years. The stock has skyrocketed…
Morgan Stanley Just Named This Stock a Top Semiconductor Pick. Should You Buy Shares Now?
Semiconductor stocks remain the backbone of the AI and data center boom, even as geopolitics and uneven spending have tilted…
Can Taiwan trade agreement boost US semiconductor sector?
The Trump administration is reportedly conducting negotiations on a trade agreement aimed at expanding Taiwanese semiconductor manufacturing operations on U.S.…
Bank of America Securities Maintains Buy Rating on Taiwan Semiconductor Manufacturing (TSM) Stock
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Fundamentally Strong Stocks to Buy. On November 10, Bank…