Últimas noticias sobre Alpha & Omega (NASDAQ:AOSL) Bolsa

Alpha & Omega

Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States and other countries.

Alpha and Omega Semiconductor Limited - Common Shares

Alpha & Omega Semiconductor Ltd

<h3>Gainers</h3>
<ul>
<li><strong>Astera Labs</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>) shares increased by 28.4% to $89.41 during Tuesday's regular session. The company's market cap stands at $14.0 billion. As per the news, the Q3 earnings report came out yesterday. </li>
<li><strong>Orangekloud Technology</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORKT#NASDAQ">ORKT</a>) stock moved upwards by 25.94% to $2.67. The company's market cap stands at $61.8 million. </li>
<li><strong>8x8</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EGHT#NASDAQ">EGHT</a>) shares rose 25.0% to $2.9. The company's market cap stands at $372.1 million. The company's, Q2 earnings came out yesterday. </li>
<li><strong>Brightcove</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCOV#NASDAQ">BCOV</a>) shares increased by 23.83% to $2.65. The company's market cap stands at $118.6 million. As per the news, the Q3 earnings report came out yesterday. </li>
<li><strong>Palantir Technologies</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) shares rose 22.65% to $50.79. The market value of their outstanding shares is at $113.7 billion. The company's, Q3 earnings came out yesterday. </li>
<li><strong>Agora</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/API#NASDAQ">API</a>) shares increased by 22.44% to $3.35. The market value of their outstanding shares is at $306.2 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li><strong>Peraso</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRSO#NASDAQ">PRSO</a>) stock decreased by 23.3% to $1.24 during Tuesday's regular session. The market value of their outstanding shares is at $3.4 million. </li>
<li><strong>T Stamp</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IDAI#NASDAQ">IDAI</a>) shares declined by 22.45% to $0.19. The company's market cap stands at $3.5 million. </li>
<li><strong>Alpha &amp; Omega</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) stock decreased by 20.41% to $26.47. The company's market cap stands at $767.8 million. The company's, Q1 earnings came out yesterday. </li>
<li><strong>Teradata</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDC#NYSE">TDC</a>) stock declined by 13.01% to $29.04. The market value of their outstanding shares is at $2.8 billion. The company's, Q3 earnings came out yesterday. </li>
<li><strong>Navitas Semiconductor</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVTS#NASDAQ">NVTS</a>) stock fell 11.84% to $2.3. The company's market cap stands at $422.1 million. As per the news, the Q3 earnings report came out yesterday. </li>
<li><strong>Nvni Group</strong> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVNI#NASDAQ">NVNI</a>) stock fell 9.0% to $0.97. The company's market cap stands at $27.7 million.<br />
<strong>See Also:</strong> <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
<p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>


Movers

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AOSL

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12 Information Technology Stocks Moving In Tuesday's Intraday Session

WIIM

Alpha & Omega shares are trading lower after the company reported worse-than-expected Q1 adjusted EPS results. B. Riley Securities lowered its price target on the stock from $50 to $47.

<p>B. Riley Securities  analyst Craig Ellis   maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Buy and lowers the price target from $50 to $47.</p>


News

Price Target

Analyst Ratings

B. Riley Securities Maintains Buy on Alpha & Omega, Lowers Price Target to $47

Guidance

Alpha & Omega Sees Q2 Revenue $170M ± $10M

<p>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) reported quarterly earnings of $0.21 per share which missed the analyst consensus estimate of $0.22 by 4.55 percent.  The company reported quarterly sales of $181.900 million which beat the analyst consensus estimate of $180.067 million by 1.02 percent.  This is a 0.70 percent increase over sales of $180.633 million the same period last year.</p>


Earnings

Earnings Beats

Earnings Misses

Alpha & Omega Q1 2025 Adj. EPS $0.21 Misses $0.22 Estimate, Sales $181.900M Beat $180.067M Estimate

Alpha And Omega Semiconductor Announced The Release Of Its AOZ1390DI-01 And AOZ1390DI-02 Ideal Diode Protection Switches

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Shares of semiconductor stocks are trading lower amid overall market weakness. A drop in the price of NVIDIA may weigh down the sector.

Alpha And Omega Semiconductor Introduced Its New Highly Robust Power MOSFET LFPAK 5x6 Package

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NVDA

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WOLF

Shares of semiconductor and chip stocks are trading higher amid an overall market rebound after softer-than-expected jobless claims possibly alleviated some US economic concerns.

<p>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) reported quarterly earnings of $0.09 per share which beat the analyst consensus estimate of $0.04 by 125 percent.  The company reported quarterly sales of $161.296 million which beat the analyst consensus estimate of $160.033 million by 0.79 percent.  This is a 0.14 percent decrease over sales of $161.525 million the same period last year.</p>


Alpha & Omega Q4 2024 Adj. EPS $0.09 Beats $0.04 Estimate, Sales $161.296M Beat $160.033M Estimate

AEIS

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VECO

Shares of semiconductor stocks are trading lower in sympathy with Intel, which reported worse-than-expected Q2 financial results and issued soft guidance.

Shares of semiconductor stocks are trading lower in possible sympathy with NXP Semiconductors, which reported mixed Q2 earnings and soft Q3 guidance.

<p>Stifel  analyst Tore Svanberg   maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Sell and raises the price target from $21 to $36.</p>


Stifel Maintains Sell on Alpha & Omega, Raises Price Target to $36

KOPN

Shares of semiconductor stocks are trading higher amid overall market strength as investors assess mixed inflation data this week.

<p>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) has outperformed the market over the past 5 years by 23.01% on an annualized basis producing an average annual return of 36.32%. Currently, Alpha &amp; Omega has a market capitalization of $1.18 billion. </p>
<p><strong>Buying $100 In AOSL:</strong> If an investor had bought $100 of AOSL stock 5 years ago, it would be worth <strong>$467.10</strong> today based on a price of $40.95 for AOSL at the time of writing.</p>
<h3>Alpha &amp; Omega's Performance Over Last 5 Years</h3>
<p><img src="https://www.benzinga.com/files/images/story/2024/1720794622_0.png" alt="comp_fig" /></p>
<p>Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.</p>
<p><em>This article was generated by Benzinga's automated content engine and reviewed by an editor.</em></p>


Trading Ideas

$100 Invested In Alpha & Omega 5 Years Ago Would Be Worth This Much Today

<p>Throughout the last three months, 4 analysts have evaluated Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>), offering a diverse set of opinions from bullish to bearish.</p>
<p>In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.</p>
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;"><strong>Bullish</strong></th>
<th style="text-align: right;"><strong>Somewhat Bullish</strong></th>
<th style="text-align: right;"><strong>Indifferent</strong></th>
<th style="text-align: right;"><strong>Somewhat Bearish</strong></th>
<th style="text-align: right;"><strong>Bearish</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Total Ratings</strong></td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td><strong>Last 30D</strong></td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>1M Ago</strong></td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>2M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>3M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
</tbody>
</table>
<p>Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $38.25, along with a high estimate of $50.00 and a low estimate of $21.00. This upward trend is apparent, with the current average reflecting a 21.43% increase from the previous average price target of $31.50.</p>
<p><img src="https://www.benzinga.com/files/images/story/2024/1720720881_0.png" alt="price target chart" /></p>
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
<p>A clear picture of Alpha &amp; Omega's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.</p>
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Craig Ellis</td>
<td>B. Riley Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$50.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>David Williams</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$42.00</td>
<td>$28.00</td>
</tr>
<tr>
<td>Craig Ellis</td>
<td>B. Riley Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$40.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Tore Svanberg</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Sell</td>
<td>$21.00</td>
<td>$23.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li><strong>Action Taken:</strong> Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Alpha &amp; Omega. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li><strong>Rating:</strong> Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Alpha &amp; Omega compared to the broader market.</li>
<li><strong>Price Targets:</strong> Analysts gauge the dynamics of price targets, providing estimates for the future value of Alpha &amp; Omega's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
<p>To gain a panoramic view of Alpha &amp; Omega's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.</p>
<p><a href="https://www.benzinga.com/quote/AOSL/analyst-ratings?utm_source=Benzinga Insights"><strong>Stay up to date on Alpha &amp; Omega analyst ratings.</strong></a></p>
<p>If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.</p>
<h2>Discovering Alpha &amp; Omega: A Closer Look</h2>
<p>Alpha &amp; Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States, and other countries.</p>
<h3>A Deep Dive into Alpha &amp; Omega's Financials</h3>
<p><strong>Market Capitalization Analysis:</strong> The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.</p>
<p><strong>Revenue Growth:</strong> Alpha &amp; Omega's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2024, the company achieved a revenue growth rate of approximately <strong>13.2%</strong>. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.</p>
<p><strong>Net Margin:</strong> Alpha &amp; Omega's net margin excels beyond industry benchmarks, reaching <strong>-7.47%</strong>. This signifies efficient cost management and strong financial health.</p>
<p><strong>Return on Equity (ROE):</strong> Alpha &amp; Omega's ROE excels beyond industry benchmarks, reaching <strong>-1.26%</strong>. This signifies robust financial management and efficient use of shareholder equity capital.</p>
<p><strong>Return on Assets (ROA):</strong> Alpha &amp; Omega's ROA stands out, surpassing industry averages. With an impressive ROA of <strong>-0.96%</strong>, the company demonstrates effective utilization of assets and strong financial performance.</p>
<p><strong>Debt Management:</strong> With a below-average debt-to-equity ratio of <strong>0.08</strong>, Alpha &amp; Omega adopts a prudent financial strategy, indicating a balanced approach to debt management.</p>
<h2>Analyst Ratings: Simplified</h2>
<p>Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.</p>
<p>Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.</p>
<p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>


Peeling Back The Layers: Exploring Alpha & Omega Through Analyst Insights

<p>B. Riley Securities  analyst Craig Ellis   maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Buy and raises the price target from $40 to $50.</p>


B. Riley Securities Maintains Buy on Alpha & Omega, Raises Price Target to $50

<p>Benchmark  analyst David Williams   maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Buy and raises the price target from $28 to $42.</p>


Benchmark Maintains Buy on Alpha & Omega, Raises Price Target to $42

Alpha And Omega Semiconductor shares are trading higher after Apple analyst Ming-Chi Ku on X posted 'Alpha and Omega Semiconductor Ltd (AOSL) is poised to become a new GB200 supplier and one of the leading beneficiaries of Nvidia's certification process change'. Also, B. Riley Securities maintained a Buy rating on the stock and raised its price target from $35 to $40.

<p><a href="https://x.com/mingchikuo/status/1803803813951967256" title="https://x.com/mingchikuo/status/1803803813951967256">https://x.com/mingchikuo/status/1803803813951967256</a></p>


Watching Shares Of Alpha & Omega Semiconductor, Ming-Chi Ku Post On X, 'Alpha and Omega Semiconductor Ltd (AOSL) is poised to become a new GB200 supplier and one of the leading beneficiaries of Nvidia's certification process change'

<p><a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a></p>
<p>The world is becoming increasingly digital, particularly as artificial intelligence becomes more prominent. At the heart of this transformation are semiconductors and the companies that make them. Chip stocks are an appealing opportunity for investors looking to capitalize on the technology of tomorrow.</p>



<p>Graphics processing units are the key ingredient for powering generative AI applications. As artificial intelligence evolves, the demand for high-performance computing power is also growing. </p>



<p>Semiconductors are the engines driving this revolution, powering complex algorithms that can generate new content, design innovative products, and even predict market trends.</p>



<p>And this no flash in the pan. Chip stocks represent companies that are capitalizing on a fundamental shift that will define the next era of technological advancement.</p>



<p>Granted, the tech industry and chip stocks took a downturn in the last couple of weeks as investor fears of a bubble resurfaced. But I don&rsquo;t see it that way. </p>



<p>In fact, I see this as an opportunity to capitalize on market weakness and to buy the best chip stocks at a discounted rate.</p>



<p>I&rsquo;m using the Portfolio Grader to find the best chip stocks that are playing a key role in generative AI. By investing in these chip stocks, you too can ride the wave of innovation into the future.</p>



<h2>Nvidia (NVDA)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2024/07/nvda1600-18-300x169.png" alt="Iphone 11 with the logo of Nvidia Corporation which is a company specialized in the development of graphic processing units. Nvidia stock, NVDA stock"><div>Source:  DANIEL CONSTANTE / Shutterstock.com</div></div><p>You can&rsquo;t talk about chip stocks without first addressing <strong>Nvidia</strong> (NASDAQ:<span><a href="https://investorplace.com/stock-quotes/nvda-stock-quote/"><strong>NVDA</strong></a></span>). The company has roughly a 90% market share in making GPUs that power generative AI applications. </p>



<p>Its stock soared over the last two years, and at one point this year was responsible for roughly one-third the return of the S&amp;P 500.</p>



<p>Nvidia stock is down 10% in the last month, but there&rsquo;s a big date coming up &ndash; on Aug. 28, Nvidia will report earnings for its second quarter of fiscal 2025. </p>



<p>If history is any indication, this is a date that will push NVDA stock higher once again.</p>



<p>Nvidia&rsquo;s 2025 Q1 revenue was up 262% from a year ago. And while that&rsquo;s an unsustainable growth rate over the long term, Nvidia is still projecting $28 billion in revenue for the quarter. And if can beat those figures, NVDA stock is going to skyrocket again.</p>



<p>But investors should also keep a close eye out for any guidance updates that Nvidia issues. This is a time to be optimistic about Nvidia, but that doesn&rsquo;t mean being reckless.</p>



<p>NVDA stock is up 134% in the last year and gets an &ldquo;A&rdquo; rating in the Portfolio Grader.</p>



<h2>Broadcom (AVGO)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/07/AVGO1600-300x169.jpg" alt="broadcom (AVGO) logo outside office building"><div>Source: Sasima / Shutterstock.com</div></div><p><strong>Broadcom&rsquo;s</strong> (NASDAQ:<span><a href="https://investorplace.com/stock-quotes/avgo-stock-quote/"><strong>AVGO</strong></a></span>) products are used for data centers, networking, storage, software, wireless and industrial products. It has an earnings report coming up soon as well, as the company is expected to announce third-quarter results on Sept. 5.</p>



<p>Analysts are expecting Broadcom to report earnings of&nbsp;<a href="https://www.tipranks.com/stocks/avgo/earnings">$1.21 per share</a>. And as Broadcom has a track record of&nbsp;<a href="https://www.tipranks.com/stocks/avgo/earnings">quarterly EPS beats</a>, investors can justifiably anticipate a strong quarter.</p>



<p>Broadcom has been on a winning streak following its acquisition of VMware, which gave Broadcom access to VMware&rsquo;s hybrid cloud platform to provide corporate customers with the power of a cloud network with data centers on site.</p>



<p>Broadcom also uses Nvidia GPUs to let its customers run AI models, which is critically important for many companies.</p>



<p>Broadcom&rsquo;s upcoming earnings release should be solid. <a href="https://investorplace.com/market360/2024/08/tech-earnings-alert-broadcom-stock-may-be-the-next-winner/">But as I recently suggested</a>, there&rsquo;s no need to over-invest in Broadcom stock. Maintain a reasonable position size, just in case high hopes lead to a letdown from Broadcom.</p>



<p>AVGO stock is up 40% this year and gets a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<h2>Taiwan Semiconductor Manufacturing (TSM)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2020/03/tsm-stock-1-300x169.jpg" alt="image of TSM semiconductor office building"><div>Source: Sundry Photography / Shutterstock.com</div></div><p><strong>Taiwan Semiconductor Manufacturing</strong> (NYSE:<span><a href="https://investorplace.com/stock-quotes/tsm-stock-quote/"><strong>TSM</strong></a></span>), also known as TSMC, is just as essential to generative AI as Nvidia. I don&rsquo;t think you can understate the company&rsquo;s contributions.</p>



<p>While Nvidia and other semiconductor companies are responsible for creating and designing GPUs, they don&rsquo;t actually make them. That&rsquo;s the responsibility of fabricators like TSMC, which is the most prominent semiconductor fabricator in the world.</p>



<p>TSMC has a 61% market share in the global semiconductor foundry market. Demand for its services is increasing as companies such as Nvidia design more powerful chips for TSM to produce.</p>



<p>It&rsquo;s also a good bet for investors who are looking to hedge their bets amid increasing geopolitical tensions between the U.S. and China. </p>



<p>Chip companies in China are designing less-powerful processors specifically so they can retain TSMC as a chip producer, according to published reports. </p>



<p>TSMC is increasing its investment in Arizona, where it agreed in April to use $6.6 billion in CHIPS Act funding to build a <a href="https://pr.tsmc.com/english/news/3122">third fabrication plant in the Phoenix area</a>.</p>



<p>For July, TSMC <a href="https://investorplace.com/2024/08/tsm-stock-alert-why-is-taiwan-semiconductor-in-the-news-today/">reported</a> 45% year-over-year growth. That comes off a strong <a href="https://pr.tsmc.com/english/news/3160">second quarter earnings report</a> that included revenue of $20.82 billion, up 32.8% from last year.</p>



<p>TSM stock is up 65% this year and gets a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<h2>Micron Technology (MU)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/10/mu1600f-300x169.jpg" alt="Micron (MU) logo on a mobile phone that's on a table"><div>Source: Piotr Swat / Shutterstock.com</div></div><p><strong>Micron Technology</strong>&nbsp;(NASDAQ:<span><a href="https://investorplace.com/stock-quotes/mu-stock-quote/"><strong>MU</strong></a></span>) makes&nbsp;products for memory and storage technologies, including DRAM, NAND and NOR technology. But its place on this list of chip stocks with a hand in AI is won for its partnership with Nvidia.</p>



<p>Micron makes the world&rsquo;s leading High-Bandwidth Memory 3E, or&nbsp;<a href="https://www.micron.com/products/memory/hbm/hbm3e">HMB3E</a>, architecture. </p>



<p>It provides higher bandwidth than previous generations of memory, while being smaller and using less energy.&nbsp;<a href="https://nvidianews.nvidia.com/news/gh200-grace-hopper-superchip-with-hbm3e-memory">Nvidia uses the HBM3E architecture</a>&nbsp;in its latest graphics processing units, including the new H200.</p>



<p>The company also recently <a href="https://investors.micron.com/news-releases/news-release-details/micron-develops-industrys-first-pcie-gen6-data-center-ssd">announced</a> the development of PCIe&nbsp;Gen6 data center solid-state drive technology as part of its portfolio of memory and storage products to support increased demand for AI.&nbsp;</p>



<p>SSD drives represent the new generation of storage devices in computers because they have transfer data faster than hard disk drives while also having shorter boot times and increased bandwidth.</p>



<p>Micron created a <a href="https://finance.yahoo.com/news/micron-delivers-crucial-lpcamm2-lpddr5x-130100338.html">chip</a>&nbsp;that operates AI applications in <strong>Lenovo</strong> (OTCMKTS:<span><a href="https://investorplace.com/stock-quotes/lnvgy-stock-quote/"><strong>LNVGY</strong></a></span>) laptops. The chip will be used in Lenovo&rsquo;s ThinkPad P1 Gen 7 laptops.</p>



<p>The company&rsquo;s innovations are reflected in its earnings reports. <a href="https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024">Earnings for the fiscal third quarter of 2024</a>&nbsp;showed revenue of $6.8 billion versus $3.75 billion in the same quarter a year ago.</p>



<p>MU stock is up 14% this year and gets a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<h2>Applied Optoelectronics (AAOI)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2023/04/gfai1600-300x169.png" alt="Stock Photo ID: 1659535744 Industrial technology concept. Container terminal. Logistics. Communication network. Secured logistics. GFAI stock."><div>Source: metamorworks / Shutterstock.com</div></div><p>Now we are getting into some smaller companies on our list. But they still are strong AI plays, and it&rsquo;s important for any portfolio to be diversified. After all, it doesn&rsquo;t make sense to put all of your holdings into Nvidia or TSM.</p>



<p>One chip stock to consider closely is <strong>Applied Optoelectronics</strong> (NASDAQ:<span><a href="https://investorplace.com/stock-quotes/aaoi-stock-quote/"><strong>AAOI</strong></a></span>). The Texas-based company makes and supplies fiber-optic networking products, including diode lasers, photodiodes, subassemblies and more. Its customers are in China, Taiwan and the U.S., and its products are used in data centers and telecom products.</p>



<p><a href="https://investors.ao-inc.com/news-releases/news-release-details/applied-optoelectronics-reports-second-quarter-2024-results">Revenue in the second quarter</a> was $43.2 million, up from $41.6 million a year ago. But notably, data center revenue was up to $34.3 million from $27.5 million. </p>



<p>That&rsquo;s because the company put more resources into that growing field and less into telecom and CATV &ndash; both of which saw shrinking revenue for the quarter.</p>



<p>I like AAOI as long as Applied Optoelectronics continues to focus on its data center growth. And the third quarter is expected to see even better results, as the company is guiding for revenue between $60 million and $66 million for Q3.</p>



<p>AAOI is deeply discounted right now, off 58% for the year, but I&rsquo;m projecting a much better second half. It gets a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<h2>AXT (AXTI)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/07/semiconductor1600a-300x169.jpg" alt="Close-up Presentation of a New Generation Microchip. Gloved Hand Holding Piece of Technological Wonder. Semiconductor stocks are in the news."><div>Source: Shutterstock</div></div><p><strong>AXT</strong> (NASDAQ:<a href="https://investorplace.com/stock-quotes/axti-stock-quote/"><strong>AXTI</strong></a>) makes high-performance compound and single element semiconductor substrate wafers that are used when a typical silicon wafer substrate cannot meet the performance requirements of a semiconductor or optoelectronic device.</p>



<p>Its products are used in 5G infrastructure, data center connectivity, passive optical networks, LED lighting, lasers, sensors, power amplifiers for wireless devices and satellite solar cells.</p>



<p>Like Taiwan Semiconductor, AXT is a good chip stock for investors who are looking to hedge their bets with companies that have a foothold in both China and the U.S. </p>



<p>While AXT is based in California, its Chinese subsidiary Tongmei has similar functions and products to serve the Chinese market.</p>



<p>Earnings for the second quarter included <a href="https://investors.axt.com/Investors/news/news-details/2024/AXT-Inc.-Announces-Second-Quarter-2024-Financial-Results/default.aspx">revenue</a> of $27.9 million, up from $18.6 million a year ago. The company reported an operating loss of $1.9 million, but that was greatly improved from its loss of $6.8 million in Q2 2023.</p>



<p>AXTI is down less than 1% for the year, showing significant volatility. It currently has a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<h2>Alpha and Omega Semiconductor (AOSL)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/07/semiconductor1600c-300x169.jpg" alt="AI. Circuit board. Technology background. Central Computer Processors CPU concept. Motherboard digital chip. Tech science background. Integrated communication processor. 3D illustration representing semiconductor stocks. Semiconductors Stocks to Sell"><div>Source: Shutterstock</div></div><p><strong>Alpha and Omega Semiconductor</strong> (NASDAQ:<span><a href="https://investorplace.com/stock-quotes/aosl-stock-quote/"><strong>AOSL</strong></a></span>) is a California company that supplies, designs and develops power semiconductors, which control motors and lighting systems. Power semiconductors can handle high voltage levels and are optimized to minimize power loss and quickly dissipate heat.</p>



<p>The company has more than 2,300 products to serve automotive, cloud, computing, consumer and industrial customers. Its products are for portable computers, graphic cards, flat-panel TVs, etc.</p>



<p>&ldquo;We are excited about opportunities in A.I. and we are working on multiple prospects,&rdquo; CEO Stephen Chang <a href="https://investor.aosmd.com/press-releases/press-release-details/2024/Alpha-and-Omega-Semiconductor-Reports-Financial-Results-for-Fiscal-Fourth-Quarter-and-Fiscal-Year-Ended-June-30-2024/default.aspx">said</a> in a statement. &ldquo;Looking to the next cycle, we are poised for growth, bolstered by advanced technology, a diversified product portfolio addressing a broadening array of end markets, and a premier customer base across all business lines.&rdquo;</p>



<p><a href="https://investor.aosmd.com/press-releases/press-release-details/2024/Alpha-and-Omega-Semiconductor-Reports-Financial-Results-for-Fiscal-Fourth-Quarter-and-Fiscal-Year-Ended-June-30-2024/default.aspx">Earnings</a> for the fiscal fourth quarter of 2024 (ending June 30) included revenue of $161.3 million, up from $150.1 million a year ago. The company reduced its quarterly losses to $1.5 million and 9 cents per share from a loss of $10.5 million and 39 cents per share.</p>



<p>AOSL stock is up 38% this year and gets a &ldquo;B&rdquo; rating in the Portfolio Grader.</p>



<p><em>On the date of publication, Louis Navellier had a long position in NVDA. Louis Navellier did not have (either directly or indirectly) any other positions in the securities mentioned in this article.</em></p>



<p><em>The InvestorPlace Research Staff member primarily responsible for this article had a long position in NVDA but did not have (either directly or indirectly) any other positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </em><a href="blank">Publishing Guidelines</a>.</p>



<p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) and positions in the securities mentioned in this article.</em></p>
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AAOI

ABCL

ANDE

APLE

AQST

ATUS

AXTI

AZPN

BWXT

CDNA

CENX

CEVA

CLLS

CRGY

CSTL

FTXL

HDSN

HIMS

HOLX

ICHR

ILMN

INSP

ITUB

METC

NTST

OTTR

PARR

POET

SEMI

SOXL

SOXX

Press Releases

Alpha and Omega Semiconductor to Participate in 16th Annual CEO Investor Summit 2024

Alpha and Omega Semiconductor to Announce Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results on August 7, 2024

Alpha and Omega Semiconductor to Participate in Upcoming Investor Conferences

Alpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2024

Alpha and Omega Semiconductor Expands Surface Mount Package Offering with New LFPAK 5x6 Package for High Performance and High-Reliability Requirements

Alpha and Omega Semiconductor Introduces an Ideal Diode Protection Switch with Limited Power Source (LPS) Feature as a Safeguard for Multiport USB-C Applications

Alpha and Omega Semiconductor Announces Application-Specific EZBuck™ Regulator Designed to Power Intel Arrow Lake Platform

Alpha and Omega Semiconductor to Announce Fiscal First Quarter Financial Results on November 4, 2024

At electronica 2024, Alpha and Omega Semiconductor to Showcase its Application-Specific Solutions for Auto, Industrial, Power Supplies, Renewable Energy, e-Mobility and More

Alpha and Omega Semiconductor Reports Financial Results for the Fiscal First Quarter of 2025 Ended September 30, 2024

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