Filtered library · Theme
semiconductor-analog-components theme · 15 dossiers
Dossiers in the semiconductor-analog-components theme cluster — 15 names moving on shared catalysts.
All dossiersTSEM
Tower Semiconductor Ltd.
Specialty-foundry AI-recovery confirmed by the 2026-05-13 Q1 beat (op profit ~doubled, GM up, Q2 guide raised, +17%) but the catalyst is fully digested, sell-side caught up ($300–335 PTs), news dry 3 weeks, theme registry narrowed to one…
AEHR
Aehr Test Systems
Pivot to hyperscale AI-ASIC package-level burn-in validated by a record $41M follow-on order and >$92M H2 FY26 bookings, but the tape is blowoff: +400%+ YTD, ATH $113.20 on the 2026-06-02 William Blair day, catalyst now passed, insiders…
AXTI
AXT Inc
InP-substrate supplier to the AI optical-interconnect build (Q1 InP >50% of rev, record $100M backlog, Q2 guided to first profit in years). But the tape broke: -16% on 6/5 to ~$89 on a >$22M CEO insider sale, -38% off the 5/26 $143 ATH,…
SIMO
Silicon Motion Technology Corporation
NAND-controller picks-and-shovels riding the worst memory shortage in ~15 years (NAND contract +70–75% QoQ); Q1 +105% YoY blowout (2026-04-30) and BofA chasing its PT to $450. ACCELERATING + cluster-confirmed; RSI cooled 89→71, next binary…
SMTC
Semtech Corporation
Fresh continuation on confirmed AI-interconnect acceleration: Q1 FY27 guide-raise put data center +85% YoY into the numbers ($71.6M, ~25% of rev), 1.6T CopperEdge/FiberEdge into a 1H-FY28 backlog. Rules 1/2/3/5/10 fire clean momentum top…
ADI
Analog Devices, Inc.
Analog cyclical-trough-is-in + AI-power optionality (Empower $1.5B) narrative already fired: Q2 beat ~2026-05-20 triggered 11+ PT hikes to $440–515 by 05-26. Binary is now in the rearview and sell-side has fully caught up late validated…
GFS
GlobalFoundries Inc.
Silicon-photonics + quantum-foundry pivot accelerating: Keysight/Sivers/DOE-Genesis partnerships clustered 6/2–6/3 on top of a Q1 beat and first-ever dividend. Near-term cap is Mubadala's $1.91B block (5/27) supply overhang the clean leg…
ACMR
ACM Research, Inc.
WFE/China-localization ACCEL, orders +65%, but parabolic +280% 12mo cracked -9.4% on the 6/5 semicap selloff with Entity-List overhang WATCH for a $76-82 higher-low.
CEVA
CEVA, Inc.
Edge-AI IP ACCEL but a June-5 blowoff reversal -12% off the 52w high, consensus PT at spot + JPM Neutral $30 exhaustion bar, no fresh-entry edge.
QRVO
Qorvo, Inc.
Merger-arb instrument (SWKS $32.50 + 0.96sh), upside capped at deal value, downside binary on a SAMR break the 52w-high/RSI signals are SWKS artifacts, outside the momentum edge.
STM
STMicroelectronics N.V.
Analog-components ACCEL (DC target doubled to ~$1B) but a late +2.5x continuation sitting at consensus PT SMTC is the cleaner cluster expression.
SYNA
Synaptics Incorporated
Legacy touch/display semi re-rating as edge-AI silicon: Core IoT +31% YoY (Q3, 5/7) toward FY26 >+40%/>$385M, plus a Google Research Coralboard/Coral NPU tie-up at I/O 2026. Narrative accelerating, but the easy leg ran $58→$149 and there's…
VPG
Vishay Precision Group, Inc.
Precision-components AI re-rate already played ($25→$136), post-parabolic above ALL analyst PTs with a -8.4% distribution day, no catalyst to ~8/4 late chase.
VSH
freshVishay Intertechnology, Inc.
Analog ACCELERATING tag but ZERO AI/HBM exposure (auto-cycle), post-catalyst momentum chase, broken quote prior session APH is the cleaner analog pick.
APH
freshAmphenol Corporation