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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 set to benefit. While AI, GPUs, and data center capabilities are at the core of the movement, they are impacting various sectors across the economy and are complemented by steady industrial demand. The industrial chip market has been under pressure for years due to supply imbalances stemming from the COVID-19 pandemic and subsequent post-pandemic supply-chain disruptions. The story at the end of 2025 is that demand is improving and growing in critical markets, including telecom and automotive, with AI underpinning the long-term outlook. Advances in AI will drive technological evolution for years, if not decades. A look at the Philadelphia Semiconductor Index (NASDAQ: SOXX) reveals the market is in rally mode and poised to set new highs by the end of 2025. While the rally is underpinned by NVIDIA's consensus analyst forecast of roughly 45% upside as of early December, other stocks are also powering the move. Market turbulence may not be over yet.
According to one research team, a historical pattern is beginning to reappear — one that has often preceded sharper downside for stocks after periods of instability. In a recent briefing, they outline what they're watching now and highlight a small group of stocks they believe investors should be especially cautious with if conditions worsen. See the full analysis and stock list here 
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, with Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD) making up larger portions of the fund. This reflects the 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, 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 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. Several are well-positioned 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 subsequent HBM4 architecture, is vital for AI and datacenter operations and in high demand. Each GPU, whether sold by NVIDIA, Broadcom, or Advanced Micro Devices, uses multiple stacks of HBM memory, creating intense demand. As of December, demand is driving shortages across HBM markets — affecting automotive, telecom, and gaming/graphics — and pushing prices higher. The impact on Micron is accelerating growth and improving margins, as evidenced by the fiscal Q4 release. Revenue growth accelerated sequentially by nearly 1,000 basis points to 46% in fiscal Q4, before the latest round of price increases took effect; growth is expected to remain strong. Analysts have been lifting their forecasts for calendar 2026 and now expect roughly 50% revenue growth and 100% earnings growth. They have also raised their stock price targets, pointing to about 50% upside for the shares. 
Fourth-Place Marvell Technology to Experience Material Strength for 2 Years Marvell Technology (NASDAQ: MRVL) affirmed its place in the AI ecosystem with its Q3 fiscal year 2026 earnings report. The report beat expectations and, coupled with robust guidance, prompted strong analyst reactions. Results were driven by a 38% increase in the datacenter business, while networking and communications saw even stronger growth. Critically, management's guidance anticipates continued robust growth in the current quarter, which should generate healthy cash flow. Marvell puts its cash to good use, maintaining a fortress balance sheet, investing in growth, and returning capital to investors. Capital returns are substantial — the modest dividend is reliable, and share buybacks reduce the share count each quarter. The Q3 buyback activity reduced the share count by roughly 0.75% and is expected to continue. Analysts are raising price targets following the release, citing potential upside in the 30% to 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 indicate the industry's bottom. That signal came earlier in calendar 2025 and has accelerated since. Revenue growth accelerated both 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 conservative in its estimates. Other notable details 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-implied 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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