#AI semiconductors

2개의 글

June 23, 2026

ENTG Stock Outlook 2026: Entegris and the Picks-and-Shovels Case for Semiconductor Materials

Entegris (ENTG) 2026 stock analysis: advanced materials, microcontamination control, and materials handling; consumable razor-blade revenue tied to wafer starts, rising materials intensity at advanced and AI nodes, plus China export-control, cyclicality, and CMC acquisition debt risks.

ENTG Entegris semiconductor materials

May 12, 2026

ALAB Stock Outlook 2026: Astera Labs and the AI Connectivity Play Every Investor Is Underweighting

ALAB Astera Labs posted Q1 2026 revenue of $308.4M (+93% YoY) with a 76.3% gross margin and 20.1% operating margin. Here's why this AI fabric connectivity chipmaker deserves a place in your watchlist — and where the real risks lie.

ALAB Astera Labs AI semiconductors