RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (-2,74%) Micron Technology $MU (-3,04%) , Marvell Technology $MRVL (-2,47%) Arm Holdings $ARM (-1,36%) , Astera Labs $ALAB (-1,43%) , ASML Holding $ASML (-1,11%) , Applied Materials $AMAT (-1,26%) , Lam Research $LRCX (-0,28%) and Lattice Semiconductor $LSCC (-3,25%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
