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.
