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Further Reading from MarketBeat.com Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026Written by Thomas Hughes. Published 12/3/2025. 
Key Points - 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 poised to benefit. AI, GPUs and expanding data-center capabilities are at the core of the movement, but they are affecting many sectors across the economy and are complemented by growing industrial demand. The industrial chip market suffered for years from supply imbalances caused by the COVID-19 pandemic and post-pandemic supply-chain disruptions. By the end of 2025, demand is improving in critical markets such as telecom and automotive, and AI underpins the long-term outlook. As AI advances, it will drive technological evolution across many markets — a cycle likely to play out over years, if not decades. JC Parets has spent more than 20 years tracking the market's most important technical signals, and he's now warning that a key date on the calendar could mark the next major turning point for stocks. After calling the 2008 crash, the 2020 collapse, and the exact bottom in 2022, he's sounding the alarm again — and he's sharing the specific day he believes investors need to prepare for. See JC's latest market forecast here 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 surge is partly supported by NVIDIA's consensus analysts' forecast suggesting significant upside as of early December, it is not driven by NVIDIA alone. 
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 the fund, with Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD) making up larger allocations. This reflects broad 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 over GPU technologies, which are central to AI, data-center expansion and advanced computing workloads. Broadcom's leadership in networking and custom silicon, paired with AMD's advances in GPU and CPU architecture, supports analyst expectations for market-share gains and revenue acceleration by 2026. While NVIDIA continues to dominate headlines—including its $2 billion investment in chip-design innovation—AVGO and AMD also play foundational roles building the infrastructure behind AI. Although AVGO and AMD currently lead the fund's allocations, other semiconductor names are strategically aligned with the same long-term demand drivers and stand to benefit from continued AI adoption, industrial recovery and expanding chip applications across telecom and automotive markets. 
Third — Micron Technology's Outlook Swells on Product Demand and Pricing Micron Technology (NASDAQ: MU) is critical to the AI industry because of its position in the HBM market. HBM, specifically HBM3 and the upcoming HBM4 architecture, is vital for AI and data-center operations. Each high-end GPU—whether from NVIDIA, Broadcom or AMD—uses multiple stacks of HBM devices, keeping demand high. The key takeaway in December is that demand-driven shortages are affecting adjacent HBM markets, including automotive, telecom and gaming/graphics, and prices are rising. This dynamic is accelerating Micron's growth and driving margin expansion, as shown in its fiscal Q4 release. Revenue growth accelerated sequentially to 46% before the latest price increases took effect and is expected to remain strong. Analysts have been raising forecasts for calendar 2026, now expecting roughly 50% revenue growth and about 100% earnings growth. They have also lifted their price targets, implying further upside for the stock. 
Fourth — Marvell Technology to See Material Strength Over the Next Two Years Marvell Technology (NASDAQ: MRVL) reinforced its role in the AI ecosystem with a stronger-than-expected Q3 fiscal 2026 earnings report and robust guidance. Results were supported by a 38% increase in the Datacenter business, while Networking and Communications showed even stronger growth. The guidance points to continued robust growth in the current quarter and healthy cash flow generation. Marvell puts its cash to good use, maintaining a fortress balance sheet, investing in growth and returning capital to shareholders. The dividend is modest but reliable, and share buybacks have been reducing the share count each quarter — Q3 buybacks reduced the share count by approximately 0.75%, with more expected. Following the results, analysts are raising price targets, implying 30%–40% upside at the high end. 
Fifth — 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 accelerated since then. Revenue growth accelerated sequentially and year-over-year in fiscal Q4 2025, and management's guidance for 2026 is strong. The company forecasts further YOY acceleration in the coming quarter and may be conservative in its estimates. Other positives include significant margin expansion, expectations for continued improvement, and strong cash flow that supports dividends and buybacks. Analog Devices returns more capital than Marvell, although analyst-implied upside is more modest. The dividend yields about 1.4% as of early December, and buybacks reduced the share count by more than 1% for the quarter. 
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