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Featured Article 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 data-center capacity are at the core of the movement, but they are also affecting a wide range of sectors and are complemented by steady industrial demand. The industrial chip market was under pressure for years 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 in critical markets — including telecom and automotive — and AI underpins the long-term outlook. Advancements in AI drive broad technological evolution that will play out 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 action is supported by NVIDIA's consensus analyst forecast for roughly 45% upside as of early December, it is not the only stock driving the move. Elon Musk's Starlink project is generating major speculation ahead of a potential IPO that some analysts believe could reach a historic $100 billion valuation. According to James Altucher, there may be a smart "backdoor" way for everyday investors to position ahead of that event without needing traditional IPO access — and he says it can be done for under $100. He's also sharing a free ticker tied to this trend for anyone who wants to take a closer look. Click here to learn more 
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 allocations. That composition 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 progress in GPU and CPU architecture, underpins analyst expectations for market-share gains and accelerating revenue through 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 aligned with the same long-term demand drivers. Several names are well-positioned to benefit from continued AI adoption, an 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 ecosystem because of its position in the HBM market. HBM — specifically HBM3 and the upcoming HBM4 architecture — is vital for AI and data-center operations and is in high demand. High-end GPUs from NVIDIA, Broadcom, and AMD use multiple HBM stacks, making memory a scarce and strategic resource. The takeaway in December is that rising demand is creating shortages across HBM-related markets, including automotive, telecom, and gaming/graphics, and prices are climbing. That dynamic is accelerating growth and expanding margins at Micron, as shown in its fiscal Q4 report. Revenue growth accelerated sequentially by nearly 1,000 basis points to 46% before the latest round of price increases, and momentum is expected to remain strong. Analysts have raised forecasts for calendar 2026 — now projecting roughly 50% revenue growth and 100% earnings growth — and have lifted stock price targets, implying about 50% upside. 
Fourth-Place Marvell Technology to Experience Material Strength for 2 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, prompting favorable analyst reactions. Results were supported by a 38% increase in datacenter revenue, while networking and communications grew even more strongly. Importantly, guidance anticipates continued robust growth into the current quarter, which should generate meaningful cash flow. Marvell puts its cash to work while maintaining a fortress balance sheet. It invests in growth, returns capital to shareholders, and pays a modest but reliable dividend. Share buybacks have reduced the share count and are expected to continue; Q3 activity cut the count by roughly 0.75%. Following the earnings release, analysts have been raising price targets, pointing to upside in the 30%–40% range 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 then. Revenue growth picked up both sequentially and year-over-year in fiscal Q4 2025, and guidance for 2026 is constructive. The company expects year-over-year growth to accelerate again in Q1, even as its guidance remains measured. Other notable points include significant margin expansion, expectations for further improvement, and strong cash flow that supports dividends and buybacks. Analog Devices' capital returns are larger than Marvell's, although analyst-implied upside is somewhat lower. The stock yields about 1.4% as of early December, and buyback activity trimmed the share count by more than 1% during the quarter. 
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