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Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.

Synopsys shifts resources away from manufacturing softwareSynopsys (NASDAQ:SNPS) is preparing to discontinue a suite of semiconductor manufacturing process control software as the company redirects investment towards higher-margin artificial intelligence design technologies, according to six sources familiar with the plans. Sources said the US chip design software company informed more than 10 semiconductor manufacturers during April and May that several manufacturing analytics products had reac

U.S. chip design giant Synopsys plans to stop offering a suite of manufacturing process control software used by global semiconductor makers, six sources briefed on the matter said, as it seeks to ‌divert resources to higher-margin offerings such as AI design. Synopsys in April and May informed more than 10 chipmakers including Samsung Electronics, ‌SK Hynix, Kioxia Holdings Corp and Qorvo Inc about the "end of life" move that means Synopsys will not provide future new versions and will only carry out maintenance obligations, two of ​the sources said.

Skyworks Solutions is seeing unusually high put option volume today, as reported by Barchart. This could provide a unique short-put play for value investors in this analog semiconductor stock.

Skyworks Solutions stock has fallen about 59.6% over the past five years. However, current valuation checks, including an intrinsic value estimate from a Discounted Cash Flow (DCF) approach and market multiples, now suggest the shares are trading around what many models would view as a reasonable price rather than a clear bargain. Over the last five years, Skyworks Solutions has delivered a decline of around 59.6%, which raises the question of whether the current share price now better...

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Qorvo has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.2% to $92.50 per share while the index has gained 6.8%.

Qorvo (QRVO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

MaxLinear's infrastructure push accelerates as AI-driven data center demand boosts optical platforms and lifts revenue outlooks into 2027.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 125% has outpaced the S&P 500’s 8.9% return.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.

QRVO's organic growth in defense, aerospace, infrastructure and connectivity is helping diversify revenue beyond smartphones and support long-term gains.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Qorvo (NasdaqGS:QRVO) has agreed to become a wholly owned subsidiary of Skyworks Solutions through a two step merger process. The transaction includes material amendments to Qorvo’s existing debt covenants, with required consents already obtained. The planned merger will change Qorvo’s corporate structure and financial obligations, with implications for stakeholders across its operations. Qorvo, a semiconductor solutions company focused on radio frequency and related technologies, operates...

Skyworks Solutions (NasdaqGS:SWKS) reported early results of its exchange offers and consent solicitations for Qorvo’s Senior Notes, advancing preparations for the planned Qorvo merger. The company also introduced new high efficiency power and gate driver technologies aimed at AI data centers, EV platforms, and industrial uses at PCIM Europe 2026. For you as an investor, these updates touch both capital structure and product direction for NasdaqGS:SWKS. The Qorvo Senior Notes exchange...

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including Qorvo (NASDAQ:QRVO) and its peers.

MXL's Trinity platform delivers up to 10Gbps wireless backhaul with AI-driven cloud management, aiming to cut 5G rollout costs and speed deployment.

A number of stocks jumped in the afternoon session as the broader semiconductor sector recovered from a sharp selloff during the previous trading session.

A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

Activists also report to the SEC on Groupo Aeroportuario del Sureste, Constellium, Satellogic, and Oorvo.

Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Skyworks Solutions (NasdaqGS:SWKS) has launched exchange offers for certain Qorvo debt securities, tied to the anticipated acquisition of Qorvo. The exchange offers are connected to the merger closing and aim to shift Qorvo noteholders into new securities linked to the combined company. At the recent annual general meeting, Skyworks shareholders voted against proposed changes to company governance. Shareholders also rejected resolutions related to expanded greenhouse gas emissions reporting...

Good things could be on the horizon when a stock experiences a golden cross event. How should investors react?

CRUS and SWKS benefit from AI, smartphone and connectivity demand, while both navigate margin pressure and customer concentration risks.

Qorvo’s updated analyst fair value has shifted from about US$88.87 to roughly US$94.47 per share, and recent research shows individual price targets moving by around US$10 to US$25 in both bullish and cautious directions. Some analysts link higher targets to their confidence in Qorvo’s potential risk and reward tradeoff, while others question whether handset demand and execution risks justify the current target ranges. As you read on, you will see how these conflicting views shape the...

Qorvo (QRVO) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

A number of stocks jumped in the afternoon session after the broader market rallied on Iran peace progress and AI-linked growth names led the comeback in technology. Nvidia's Q1 results earlier in the week (beat-and-raise on $81.6B revenue with Q2 guidance of $89-92.8B and an $80B new buyback) initially produced a sell-the-news reaction, but the message digested over the next two sessions: AI capex is accelerating, not slowing.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.