RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (+0,58 %) Micron Technology $MU (+5,22 %) , Marvell Technology $MRVL (+0,16 %) Arm Holdings $ARM (+1,43 %) , Astera Labs $ALAB (+5,3 %) , ASML Holding $ASML (+2,01 %) , Applied Materials $AMAT (+1,98 %) , Lam Research $LRCX (+2,13 %) and Lattice Semiconductor $LSCC (-4,19 %) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
