Chicago, IL – November 7, 2025 – Today, Zacks Equity Research Equity arelike Lam Research LRCX, Cirrus Logic CRUS and FormFactor (FORM).
Industry: Semiconductors
Link: https://www.zacks.com/commentary/2787106/3-stocks-to-buy-from-the-prospering-semiconductor-industry
The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of AI, Generative AI (Gen AI), IoT, Machine Learning (ML) and industrial revolution 4.0 (which focuses on interconnectivity and automation). These have turned out to be boons for industry players like Lam Research, Cirrus Logic and FormFactor. Increasing demand for AI-supportive chips from hyperscalers is a major growth driver. Accelerating AI-related spending by hyperscalers bodes well for these …
Chicago, IL – November 7, 2025 – Today, Zacks Equity Research Equity arelike Lam Research LRCX, Cirrus Logic CRUS and FormFactor (FORM).
Industry: Semiconductors
Link: https://www.zacks.com/commentary/2787106/3-stocks-to-buy-from-the-prospering-semiconductor-industry
The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of AI, Generative AI (Gen AI), IoT, Machine Learning (ML) and industrial revolution 4.0 (which focuses on interconnectivity and automation). These have turned out to be boons for industry players like Lam Research, Cirrus Logic and FormFactor. Increasing demand for AI-supportive chips from hyperscalers is a major growth driver. Accelerating AI-related spending by hyperscalers bodes well for these stocks.
The growing demand for high-volume consumer electronic devices, including digital media players, smartphones, tablets, efficient packaging, machine vision solutions and robotics, should continue to drive the industry’s growth. However, the industry is suffering from macroeconomic challenges and growing geopolitical tensions. Tariffs on trade partners, including China, are expected to hurt the industry’s prospects.
The Zacks Electronics – Semiconductors industry comprises companies that provide a wide range of semiconductor technologies. Their offerings include packaging and test services, wafer cleaning, factory automation, face detection and image-recognition capabilities to develop smart and connected products.
The industry participants primarily cater to end markets that include consumer electronics, communications, computing, industrial and automotive. The companies are increasing their spending on research and development to stay afloat in an era of technological advancements and changing industry standards. The industry is experiencing solid demand for advanced electronic equipment, which is helping its participants increase their investments in cost-effective process technologies.
AI Demand Driving Prospects: Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power, both of which are needed to develop AI-supportive chips. AI is gaining popularity thanks to multimodal learning and growing context awareness. The emergence of Gen AI and Agentic AI has further enhanced AI’s capabilities, making it a key driver of efficiency, automation and innovation.