Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector.

Michael Burry Bets Against the Memory Boom: These ETFs Could Be Exposed if He’s Right

Michael Burry is betting against the memory boom as Chinese supply rises. Here’s why some semiconductor ETFs could face risks if his thesis plays out.

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.

U.S.-China Talks Seem Successful: ETF Areas in Focus

Ahead of an expected Trump-Xi meeting in Washington, U.S.-China trade negotiations focusing on tariff reductions and AI could benefit semiconductor, technology, retail, and auto sectors. Companies with significant China exposure including Qualcomm, Intel, Micron, Applied Materials, NVIDIA, Apple, Walmart, Target, Best Buy, Costco, and Tesla may see positive sentiment if trade tensions ease.

Buy 3 Top-Ranked AI-Led Stocks at Deep Discount to Maximize Your Gains

Three AI infrastructure stocks—Amkor Technology, Ciena Corp, and TTM Technologies—are recommended as strong buys despite rallying 35-85% year-to-date, as they trade at 42-43% discounts to their 52-week highs. All three benefit from accelerating AI and data center demand with significant upside potential ranging from 34% to 96%.

Amkor's AI and HPC Packaging Demand Grows: Can Growth Continue?

Amkor Technology reported record Q2 2026 revenues of $1.90 billion, up 26% year-over-year, driven by strong AI and data-center demand. The company is advancing advanced packaging technologies including 2.5D, HDFO, and co-packaged optics through partnerships with TSMC and NVIDIA. Amkor guided Q3 sales of $1.95-$2.05 billion with gross margins of 18.5%-19.5%, while announcing a $12 billion Phase 2 expansion of its Arizona campus. Competitors TSMC and Intel are also investing heavily in advanced packaging capabilities to capture AI/HPC growth opportunities.