Can These 5 Semiconductor Stocks Hit Earnings Target This Season?

Key Takeaways ARM, FORM, QCOM, VSH and ASYS are set to report their respective earnings on Feb. 4.AI data centers, HPC, 5G and cloud adoption are key drivers of rising chip demand worldwide.Global semiconductor sales surged 29.8% year over year in November 2025, reaching $75.3 billion, per SIA.The global semiconductor companies are likely to have experienced strong traction in the demand for their products, led by the scaling of AI data centers, high performance computing infrastructure, 5G implementation, ...