4 Semiconductor Stocks to Grab Now as Revenues Skyrocket in Q1

Industry Overview - Global semiconductor revenues reached $167.7 billion in Q1 2025, marking an 18.8% increase year-over-year, despite a slight decline of 2.8% from Q4 2024 [3] - Month-over-month sales increased by 1.8% in March 2025, totaling $54.9 billion [3] - The semiconductor market has seen a consistent year-over-year sales increase of over 17% for 11 consecutive months, driven by a 45% increase in the Americas [4] - The semiconductor industry experienced a significant revenue jump to $627.6 billion in 2024, a 19.1% increase from $526.8 billion in 2023 [4] - The demand for semiconductors, particularly in data centers and memory chips, has been a major contributor to revenue growth [4][5] Investment Opportunities - Recommended semiconductor stocks include Semtech Corporation (SMTC), Magnachip Semiconductor Corporation (MX), ASML Holding N.V. (ASML), and Advanced Energy Industries, Inc. (AEIS), all carrying a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [2] Company Highlights Semtech Corporation - Semtech designs and manufactures a variety of analog and mixed-signal semiconductors for commercial applications [6] - Expected earnings growth rate for the current year is 93.2%, with a Zacks Consensus Estimate improvement of 2.4% over the past 60 days [7] Magnachip Semiconductor Corporation - Magnachip specializes in analog and mixed-signal semiconductor products for high-volume consumer applications [8] - Expected earnings growth rate for the current year is 14.3%, with a Zacks Consensus Estimate improvement of 34% over the past 60 days [9] ASML Holding N.V. - ASML is a leader in manufacturing advanced technology systems for the semiconductor industry, providing an integrated portfolio for complex integrated circuit manufacturing [11] - Expected earnings growth rate for the current year is 30.8%, with a Zacks Consensus Estimate improvement of 8.2% over the past 60 days [12] Advanced Energy Industries, Inc. - Advanced Energy is a leading supplier of power subsystems and process-control technologies to the semiconductor industry, focusing on power-conversion solutions [13] - Expected earnings growth rate for the current year is 31.8%, with a Zacks Consensus Estimate improvement of 3.8% over the past 60 days [14]