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For Your Education and Enjoyment 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 set to benefit. While AI, GPUs, and data center capabilities are at the core of the movement, they are affecting many sectors across the economy and are complemented by steady industrial demand. The industrial chip market has been under pressure because of supply imbalances stemming from the COVID-19 pandemic and subsequent supply-chain disruptions. The story at the end of 2025 is that demand is improving and growing in key markets, including telecom and automotive, with AI underpinning the long-term outlook. Advances in AI drive technological evolution across many sectors — a cycle that will play out over years, if not decades. This Is the Pentagon's Favorite Startup. And You've Never Heard of It.
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And you can get pre-IPO exposure… with this 4-letter ticker. Click here to see how to get pre-IPO exposure. 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 action is underpinned by NVIDIA's consensus analyst forecast for a 45% upside as of early December, it is not the only stock driving the move. 
Broadcom and Advanced Micro Devices Are the Top 2 Semiconductor Stocks to Own in 2026 In fact, unlike the S&P 500 index, NVIDIA is only the third-largest holding in the fund, with Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD) representing larger allocations. 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 technology, which is central to AI, data center expansion, and advanced computing workloads. Broadcom's leadership in networking and custom silicon, paired with AMD's progress in GPU and CPU architecture, supports analyst expectations for significant market share gains and revenue acceleration by 2026. While NVIDIA continues to draw headlines — including for its $2 billion investment in chip design innovation — AVGO and AMD also play foundational roles in building the infrastructure behind AI. Although AVGO and AMD currently lead the fund's allocations, other semiconductor stocks are strategically aligned with the same long-term demand drivers and are poised 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 forthcoming HBM4 architecture — is vital for AI and data-center operations and is in high demand. Each GPU, whether supplied to NVIDIA, Broadcom, or AMD, uses multiple HBM stacks, which amplifies market demand. The takeaway in December is that demand is driving shortages that affect adjacent HBM markets, including automotive, telecom, and gaming/graphics, and prices are rising. The impact on Micron is accelerating growth and delivering explosive margins, as reflected in the fiscal Q4 release. Revenue growth accelerated sequentially by nearly 1,000 basis points to 46% before the latest round of price increases took effect and is expected to remain strong. Analysts have raised forecasts for calendar 2026, now expecting roughly 50% revenue growth and about 100% earnings growth. They have also lifted stock price targets, pointing to another roughly 50% upside for the shares. 
Fourth-Place Marvell Technology to Experience Material Strength for 2 Years Marvell Technology (NASDAQ: MRVL) reinforced its role in the AI ecosystem with a strong Q3 fiscal 2026 earnings report. Results beat expectations and were supported by robust guidance, prompting positive analyst reactions. Datacenter-specific revenue rose 38%, while Networking and Communications businesses delivered even stronger growth. The key detail is the guidance, which anticipates 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. Capital returns are meaningful: the dividend is modest but reliable, and share buybacks are reducing the share count quarterly. The Q3 activity cut the share count by roughly 0.75% and is expected to continue in upcoming quarters. Analysts are raising price targets after the release, pointing to upside of roughly 30% to 40% at the high end. 
Fifth-Place Analog Devices Growth Is Accelerating Analog Devices (NASDAQ: ADI) was among the first industrial semiconductor manufacturers to signal the industry's bottom earlier in 2025, and momentum has accelerated since. Revenue growth picked up sequentially and year-over-year in fiscal Q4 2025, and the guidance for 2026 is strong. The company expects year-over-year growth to accelerate again in Q1 and may be conservatively guiding. Other notable points include significant margin expansion, expectations for further improvement, and strong cash flow that supports dividends and share buybacks. Analog Devices returns more capital than Marvell, though analyst-indicated upside is smaller. The dividend yields about 1.4% as of early December, and buyback activity reduced the share count by more than 1% for the quarter. 
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