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.
