RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (+3.8%) Micron Technology $MU (+4.29%) , Marvell Technology $MRVL (+5.79%) Arm Holdings $ARM (+5.1%) , Astera Labs $ALAB (+7.82%) , ASML Holding $ASML (+5.23%) , Applied Materials $AMAT (+5.41%) , Lam Research $LRCX (+5.12%) and Lattice Semiconductor $LSCC (+7.9%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
