RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (+1.48%) Micron Technology $MU (+3.21%) , Marvell Technology $MRVL (+4.1%) Arm Holdings $ARM (+0.49%) , Astera Labs $ALAB (+0.79%) , ASML Holding $ASML (+0.84%) , Applied Materials $AMAT (+1.36%) , Lam Research $LRCX (+2.9%) and Lattice Semiconductor $LSCC (+4.79%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
