Zacks highlights five top-ranked semiconductor stocks for July 2026

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

Zacks Investment Research featured five semiconductor stocks as top picks for July 2026, citing strong AI-driven demand and favorable growth metrics. The highlighted companies are Microchip Technology, Semtech, Texas Instruments, Amtech Systems, and Vishay Intertechnology, each carrying a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and a Growth Score of A or B. Global semiconductor sales reached a record 120.6 billion dollars in May 2026, up 104.1 percent year over year, marking the fifteenth consecutive month of growth. The report notes that AI infrastructure spending is benefiting firms across compute, networking, memory, advanced packaging, and power management segments. Specific growth drivers include Microchip Technology's PCIe Gen6 switches, Semtech's 800G and 1.6T connectivity products, Texas Instruments' analog and power management chips, Vishay Intertechnology's power components, and Amtech Systems' advanced packaging equipment.

Impact on stocks 5

Semiconductors▲ · 5 stocks
Amtech Systems Inc
ASYS
▲ PositiveDemandrelevance

Amtech Systems' advanced packaging equipment benefits from AI-driven demand for semiconductor manufacturing.

Microchip Technology Inc
MCHP
▲ PositiveDemandrelevance

Microchip Technology's PCIe Gen6 switches are in demand due to AI infrastructure spending.

Semtech Corporation
SMTC
▲ PositiveDemandrelevance

Semtech's 800G and 1.6T connectivity products are driven by AI networking needs.

Theme Impact 8

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