A number of stocks fell in the morning session after the U.S. jobs report for July came in significantly weaker than expected while new widespread import tariffs were announced, sparking fears of a potential economic slowdown. The U.S. economy added only 73,000 jobs, far below estimates, and massive downward revisions to the prior two months painted a much weaker picture of the labor market. This has stoked recession fears, which would directly impact demand for chips used in countless products. Compounding these worries, the White House announced new tariffs, including a 20% levy on imports from Taiwan, a global hub for chip manufacturing. This dual shock of slowing domestic growth and renewed trade friction creates a challenging outlook for the highly cyclical and globally connected semiconductor industry, leading to a broad-based sell-off.
Growth is oxygen.
But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the AI boom while punishing those tied to slowing consumer electronics and manufacturing equipment markets.
Semiconductor testing company FormFactor (NASDAQ:FORM) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales were flat year on year at $195.8 million. The company expects next quarter’s revenue to be around $200 million, close to analysts’ estimates. Its non-GAAP profit of $0.27 per share was 10% below analysts’ consensus estimates.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Semtech (NASDAQ:SMTC) and the best and worst performers in the semiconductor manufacturing industry.
Looking back on semiconductor manufacturing stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Entegris (NASDAQ:ENTG) and its peers.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the semiconductor manufacturing industry, including Lam Research (NASDAQ:LRCX) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how KLA Corporation (NASDAQ:KLAC) and the rest of the semiconductor manufacturing stocks fared in Q1.
A number of stocks fell in the morning session after a cautious outlook from semiconductor equipment giant ASML sparked a broad sell-off across the sector, hitting chipmakers and equipment suppliers alike.
Looking back on semiconductor manufacturing stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Kulicke and Soffa (NASDAQ:KLIC) and its peers.
Let’s dig into the relative performance of Marvell Technology (NASDAQ:MRVL) and its peers as we unravel the now-completed Q1 semiconductor manufacturing earnings season.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how semiconductor manufacturing stocks fared in Q1, starting with Photronics (NASDAQ:PLAB).
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Amtech (NASDAQ:ASYS) and the best and worst performers in the semiconductor manufacturing industry.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the semiconductor manufacturing industry, including Amkor (NASDAQ:AMKR) and its peers.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at semiconductor manufacturing stocks, starting with Nova (NASDAQ:NVMI).
