Chris Lau, Kapitall: These two semiconductor stocks are making moves. Keep an eye out for this opportunity! After slipping lower for several weeks, Micron Technology (MU) rose over 10 percent on the week. Its rival, SanDisk Corp. (SNDK) forecast higher profitability for the year. SanDisk’s market capitalization is now close to $19 billion. It is closing in on Micron’s $25.6 billion market cap. Gross margins strong SanDisk boosted its gross margin forecast to as high as 49 percent. The firm previously expected gross margin would be between 45– 48 percent. Revenue of $6.4-$6.8 billion in 2014 was also in line with consensus forecasts. In Q1, SanDisk earned $1.44 per share, beating estimates by $0.19 per share. Revenue was up 1.51 billion compared to last year. Micron’s Elpida acquisition pays off Not to be outdone, Micron also showed its Elpida acquisition was contributing well to profits. Yet Micron’s shares did not surge higher after quarterly results. The firm is cautious with its outlook, as it mentioned 3D NAND technology and the transition to other new products will create some short term uncertainty. This helped SanDisk outperform Micron over the last three months. SanDisk more attractive SanDisk appears to be a more attractive semiconductor play at this time. Its stock offers a dividend of $0.225 per share quarterly, which yields 1.1 percent. Micron does not pay a dividend. SanDisk also introduced new products in three categories: enterprise solid state drives (SSDs) with a capacity that ranges from 100 GB to 960 GB; an embedded flash storage called iNAND Extreme that supports 64GB storage for mobile (Android) devices; and a 128GB microSD chip that pushes the limits of mobile storage.Do you think semiconductors are a good investment? Use the links below to start your own research.1. SanDisk Corp. ( SNDK): Designs, develops, manufactures, and markets NAND-based flash data storage card products that are used in various consumer electronics products. Market cap at $17.08B, most recent closing price at $75.81.