2 semiconductor stocks to keep an eye on and 1 we question

What happened: StockStory highlighted two semiconductor stocks to watch, Marvell Technology (MRVL) and MACOM (MTSI), and one it would avoid, FormFactor (FORM), as the industry sheds 4.5% over six months. Key numbers: Industry down 4.5% over six months versus S&P 500 up 7.5%. Why it matters: The piece frames inventory correction as the driver of the sector drawdown, while arguing Marvell's share gains and forecast growth and MACOM's position stand out, and citing FormFactor's margins and cash flow as reasons for caution. Market: -12.6% today ($85.19), +43.9% YTD, 0.9x vol — as of 18:47 UTC Verified: Q3_2026 (Oct 28) EPS $1.04 vs $0.86 est, +20.5% beat; next print ~Jan 27

StockStory highlighted two semiconductor stocks to watch, Marvell Technology (MRVL) and MACOM (MTSI), and one it would avoid, FormFactor (FORM), as the industry sheds 4.5% over six months.

The piece frames inventory correction as the driver of the sector drawdown, while arguing Marvell's share gains and forecast growth and MACOM's position stand out, and citing FormFactor's margins and cash flow as reasons for caution. Market: -12.6% today ($85.19), +43.9% YTD, 0.9x vol — as of 18:47 UTC Verified: Q3_2026 (Oct 28) EPS $1.04 vs $0.86 est, +20.5% beat; next print ~Jan 27