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.
