RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (+1,14%) Micron Technology $MU (+0,4%) , Marvell Technology $MRVL (-4,02%) Arm Holdings $ARM (-3,54%) , Astera Labs $ALAB (-4,98%) , ASML Holding $ASML (-0,78%) , Applied Materials $AMAT (+0,18%) , Lam Research $LRCX (-1,89%) and Lattice Semiconductor $LSCC (-1,89%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
