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.
