RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (-0,39 %) Micron Technology $MU (+7,41 %) , Marvell Technology $MRVL (-0,59 %) Arm Holdings $ARM (+0,66 %) , Astera Labs $ALAB (+3,97 %) , ASML Holding $ASML (+2,2 %) , Applied Materials $AMAT (+2,5 %) , Lam Research $LRCX (+2,56 %) and Lattice Semiconductor $LSCC (-2,27 %) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
