AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Global semiconductor sales hit a record $120.6 billion in May, surging 104.1% year-over-year and marking the 15th straight month of gains, driven by artificial intelligence demand. The Semiconductor Industry Association reported the monthly total rose 9.2% from April's $110.5 billion, with first-quarter sales reaching $298.5 billion, up 25% sequentially. Amid this growth, Zacks Investment Research highlights four stocks with strong potential: Analog Devices, Microchip Technology, Texas Instruments, and Taiwan Semiconductor Manufacturing Company. Analog Devices and Microchip Technology carry a Zacks Rank #1, with expected earnings growth of 59.3% and 88.4% respectively, while Texas Instruments and Taiwan Semiconductor hold a Zacks Rank #2, with growth estimates of 40.6% and 44.1%.

Impact on stocks 4

Semiconductors▲ · 4 stocks
Analog Devices Inc
ADI
▲ PositiveDemandrelevance

Record semiconductor sales driven by AI demand benefit Analog Devices as a chipmaker.

Microchip Technology Inc
MCHP
▲ PositiveDemandrelevance

Record semiconductor sales driven by AI demand benefit Microchip Technology as a chipmaker.

Theme Impact 3

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