Best US Semiconductors Stocks to Invest In
AI-curated Semiconductors stock ideas for the US market, each with a buy signal, future-value target and a short thesis. Refreshed every weekday from end-of-day data.
20 picks · prices as of close 2026-07-28
Micron Technology, Inc.
DRAM/NAND pricing recovery and AI memory demand support strong earnings leverage over the next year.
▸Top-ranked semiconductor stock with strong momentum and favorable sentiment.
Credo Technology Group Holding Ltd
AI networking exposure and rising estimates give it strong forward growth optionality.
▸Multiple analyst upgrades and raised targets on AI networking demand.
Broadcom Inc.
AI custom silicon, networking, and software cash flows make it a durable compounder.
▸Analyst target increases and persistent AI infrastructure demand.
NVIDIA Corporation
AI accelerator leadership and expanding platform ecosystem still drive exceptional forward upside.
▸Strong momentum and continued analyst support around AI spending.
Advanced Micro Devices, Inc.
Data-center CPU and AI accelerator share gains can re-rate the stock higher.
▸AI accelerator rollout and improving product-cycle momentum.
ASML Holding N.V.
EUV monopoly and advanced-node demand underpin long-term semiconductor capex upside.
▸Strategic position in leading-edge lithography and resilient backlog.
Applied Materials, Inc.
Foundry and memory equipment demand should improve with cyclical recovery and AI capex.
▸Improving equipment cycle and broad analyst support.
Lam Research Corporation
Etch and deposition exposure benefits from memory and advanced-node spending rebound.
▸Memory cycle recovery and positive estimate revisions.
KLA Corporation
Process-control leadership offers high-margin exposure to leading-edge wafer complexity.
▸Sticky demand from advanced fabs and sustained pricing power.
ON Semiconductor Corporation
Auto and industrial recovery plus silicon carbide exposure support a cyclical re-rating.
▸Inventory normalization and improving end-market momentum.
NXP Semiconductors N.V.
Industrial and auto chip demand plus strong free cash flow support upside.
▸Analyst buy ratings and resilient auto/industrial positioning.
Marvell Technology, Inc.
AI data-center networking and custom silicon can drive a powerful recovery.
▸AI infrastructure catalysts and improving revenue visibility.
Monolithic Power Systems, Inc.
Power-management share gains and premium execution support continued multiple expansion.
▸Strong momentum and consistent earnings beats.
Teradyne, Inc.
Test-equipment leverage to AI chips and industrial automation offers cyclical upside.
▸AI test demand and recovery potential in industrial automation.
Skyworks Solutions, Inc.
iPhone stabilization and handset RF recovery can improve near-term earnings visibility.
▸Potential catalyst from handset cycle recovery and valuation support.
Qorvo, Inc.
Handset and defense exposure offers rebound potential if end markets normalize.
▸Recovery optionality, but demand visibility remains mixed.
QUALCOMM Incorporated
Diversified mobile and automotive chip revenue provides defensible upside and cash flow.
▸Strength in automotive pipeline and continued analyst support.
Texas Instruments Incorporated
Analog leadership and a strong capital-return profile make it a defensive semiconductor hold.
▸Cycle recovery likely, but near-term growth catalysts are modest.
Intel Corporation
Turnaround and foundry execution could create upside, but execution risk stays high.
▸Turnaround catalysts exist, but analyst confidence is uneven.
Taiwan Semiconductor Manufacturing Company Limited
Advanced-node leadership and AI chip demand make it a core semis allocation.
▸AI demand tailwinds and dominant foundry positioning.