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10 Best Semiconductor Stocks to Buy Right Now

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In this article, we will discuss the 10 Best Semiconductor Stocks to Buy Right Now.

According to McKinsey, AI has led to strong growth in the broader semiconductor industry; however, only the top 5% of companies have seen the benefits. The profitability and growth dynamics in the broader semiconductor industry have witnessed a significant transition over recent years. The industry encountered an impressive economic profit growth, increasing from $38 billion in the 2000–09 period to $450 billion in 2010–19, as per McKinsey analysis.

Rise in Global Semiconductor Sales

The Semiconductor Industry Association (SIA) announced that global semiconductor sales came in at $179.7 billion during Q2 2025, reflecting a rise of 7.8% as compared to Q1 2025. Notably, the global sales amounted to $59.9 billion during June 2025, showcasing 19.6% growth YoY. As per John Neuffer, SIA president and CEO, the global chip sales remained robust in Q2, surpassing sales from Q1 by 8% and topping Q2 sales from last year by ~20%.

The YoY market growth stemmed from increased sales in the Asia Pacific and Americas markets, while annual global growth is expected for the second half of the year.

Amidst such trends, we will now have a look at the 10 Best Semiconductor Stocks to Buy Right Now.

Our Methodology

To list the 10 Best Semiconductor Stocks to Buy Right Now, we used a screener to shortlist the stocks catering to the broader semiconductor industry. Next, we selected the ones that were popular among hedge funds as of Q2 2025. Finally, the stocks are arranged in ascending order of their hedge fund sentiments.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10 Best Semiconductor Stocks to Buy Right Now

10. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 41

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Semiconductor Stocks to Buy Right Now. On August 17, Jay Goldberg, an analyst at Seaport Global, initiated coverage on the company’s stock with a “Buy” rating and set a price objective of $150. As per the analyst, Arm Holdings plc (NASDAQ:ARM) is recognized for its significant value in the broader semiconductor industry, with a focus on expanding into new markets and enhancing its content offerings. This strategic direction is anticipated to fuel growth and increase Arm Holdings plc (NASDAQ:ARM)’s share of the industry’s value. Overall, the analyst noted the company’s potential as it embarks on the ambitious expansion.

In Q1 2026, the company’s Royalty revenue rose 25% YoY to $585 million, with growth coming from all target end markets, such as data center, automotive, smartphones, and IoT. This highlights the momentum the company has been building throughout every corner of its business. Arm Holdings plc (NASDAQ:ARM) continues to increase its revenue beyond mobile via the broadening range of products, such as CPUs and systems for markets like cloud, automotive, and IoT/embedded compute.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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