ThinkSabio TS-Picks – Day 8 highlights three semiconductor stocks with exposure to AI data centers, optical networking, high-speed connectivity and semiconductor recovery: Semtech (SMTC), AXT (AXTI), and Microchip Technology (MCHP). These stocks stand out for a combination of revenue growth, AI infrastructure demand, institutional interest and upcoming catalysts. 🔹 #SMTC — Semtech Semtech develops high-performance semiconductors supporting AI data-center connectivity, optical networking and IoT. Q2 FY2027 revenue reached a record $341.9M, up 33% YoY, while Q3 revenue guidance is approximately $410M. Key Highlights: - Strong AI data-center and optical networking exposure - Record Q2 FY2027 revenue of $341.9M - Q3 revenue guidance of approximately $410M - Expanding demand for high-speed connectivity and data-center infrastructure Resistance: $168.00, $175.00 Support: $151.00, $145.00 🔹 #AXTI — AXT Inc. AXT manufactures compound semiconductor substrates, including Indium Phosphide (InP), used in optical networking and high-speed data communications. Q2 2026 revenue reached a record $47.6M, up 164% YoY. Key Highlights: - Strong AI and optical-networking demand - Record 164% YoY revenue growth - InP capacity expansion supports future demand - Export permits remain an important catalyst - Next earnings expected October 29, 2026 Resistance: $65.00, $70.00 Support: $57.00, $55.00 🔹 #MCHP — Microchip Technology Microchip Technology provides microcontrollers and analog chips serving automotive, industrial and AI data-center applications. Q1 FY2027 revenue reached $1.485B, up 38% YoY, supported by improving semiconductor demand and margins. Key Highlights: - Broad exposure to semiconductor recovery - Growing AI data-center infrastructure demand - Q1 FY2027 revenue of $1.485B - Improving margins support the recovery story - New PCIe Gen6/CXL opportunities could provide additional growth Resistance: $76.00, $80.00 Support: $70.00, $68.00 📊 TS-Picks Day 8 — Bottom Line SMTC, AXTI and MCHP offer different ways to participate in the semiconductor and AI-infrastructure cycle. SMTC brings strong data-center connectivity exposure, AXTI offers high-growth InP substrate exposure, while MCHP provides broader semiconductor recovery and AI infrastructure exposure. Follow ThinkSabio for daily TS-Picks, stock analysis, market insights and actionable stock research. 🚀 Join ThinkSabio Stocks WL999 Group To join, visit the ThinkSabio Community Page or access the ThinkSabio Bot. ThinkSabio Community