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Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026
Reported by Thomas Hughes. Published: 12/3/2025.
Summary
- Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum.
- NVIDIA is central to the story, but it is broadening, with leadership changes possible by mid-year.
- Industrial chip-makers are well-positioned for long-term strength, supported by AI and end-market demand.
As central as NVIDIA (NASDAQ: NVDA) is to the AI-driven semiconductor supercycle, it is not the only semiconductor stock set to benefit. AI, GPUs and expanding data-center capabilities are at the core of the movement, but their effects extend across many sectors and are supported by steady industrial demand. The industrial chip market endured years of pressure from supply imbalances caused by the COVID-19 pandemic and subsequent supply-chain disruptions. By the end of 2025, the narrative has shifted: demand is improving in critical markets such as telecom and automotive, with AI underpinning the longer-term outlook. The advancement of AI drives technological evolution — a cycle likely to unfold over years, if not decades.
A look at the Philadelphia Semiconductor Index (NASDAQ: SOXX) reveals a market in rally mode, poised to set new highs by the end of 2025. While the rally is supported by NVIDIA's consensus analysts' forecast for a roughly 45% upside as of early December, it is not being driven by NVIDIA alone.
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Broadcom and Advanced Micro Devices Are the Top 2 Semiconductor Stocks to Own in 2026
Unlike the S&P 500, NVIDIA is only the third-largest holding in SOXX, with Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD) representing larger portions of the index.
This reflects broader strength across the semiconductor sector, where AI-driven demand is fueling growth for multiple companies — not just NVIDIA.
Both AVGO and AMD are well-positioned in the race to dominate GPU technologies, which are central to AI, data-center expansion and advanced computing workloads.
Broadcom's leadership in networking and custom silicon, combined with AMD's advances in GPU and CPU architecture, supports analyst expectations for meaningful market-share gains and revenue acceleration by 2026. While NVIDIA continues to dominate headlines — including for its $2 billion investment in chip-design innovation — Broadcom and AMD are also building key parts of the AI infrastructure.
Although AVGO and AMD currently lead the fund's allocations, other semiconductor names are equally aligned with the same long-term demand drivers.
Several of these companies stand to benefit from continued AI adoption, industrial recovery and expanding chip applications across telecom and automotive markets.
Top-Three Micron Technology's Outlook Swells on Product Demand and Pricing
Micron Technology (NASDAQ: MU) is critical to the AI supply chain because of its position in the HBM market. HBM — specifically HBM3 and the upcoming HBM4 architectures — is essential for AI and data-center operations and is in high demand. Each leading GPU typically uses multiple stacks of HBM, which keeps demand elevated across memory suppliers.
In December the clear takeaway is that demand has produced shortages that affect adjacent HBM markets — including automotive, telecom and gaming/graphics — and that prices are rising. The effect on Micron has been accelerating growth and expanding margins, as shown in its fiscal Q4 results. Revenue growth accelerated sequentially by nearly 1,000 basis points to 46% prior to the latest round of price increases, and momentum is expected to remain strong. Analysts have been raising their forecasts for calendar 2026, now modeling about 50% revenue growth and roughly 100% earnings growth. They have also lifted stock price targets, implying roughly another 50% upside from current levels.
Fourth-Place Marvell Technology to Experience Material Strength for 2 Years
Marvell Technology (NASDAQ: MRVL) reinforced its position in the AI ecosystem with a strong Q3 fiscal 2026 earnings report. The quarter beat expectations and included robust guidance, prompting an upbeat response from analysts. Datacenter revenue rose about 38%, while the Networking and Communications segments grew even more sharply. The company's guidance anticipates continued robust growth in the current quarter, which should further bolster cash flow.
Marvell puts its cash to good use, maintaining a fortress balance sheet, investing in growth and returning capital to shareholders. Its dividend is modest but reliable, and share buybacks are reducing the outstanding share count each quarter. Q3 buybacks cut the share count by roughly 0.75%, with more repurchases expected. Following the release, analysts have been raising price targets, with some indicating 30%–40% upside at the high end.
Fifth-Place Analog Devices Growth Is Accelerating
Analog Devices (NASDAQ: ADI) was one of the first industrial semiconductor manufacturers to signal the industry's bottom earlier in 2025, and momentum has picked up since then.
Revenue growth accelerated both sequentially and year-over-year in fiscal Q4 2025, and management's guidance for 2026 is strong. The company forecasts year-over-year growth to accelerate again in Q1, while its guidance may err on the conservative side.
Other notable details include significant margin expansion, expectations for further improvement and healthy cash flow that supports dividends and buybacks. Analog Devices' capital returns are larger than Marvell's, though analyst-modeled upside appears more modest. The dividend yields about 1.4% as of early December, and buyback activity reduced the outstanding share count by more than 1% in the quarter.
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