10 Must-Buy Semiconductor Stocks to Invest In

8. Marvell Technology, Inc. (NASDAQ:MRVL)

Number of Hedge Fund Holders: 73

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the must-buy semiconductor stocks to invest in. Marvell Technology, Inc. (NASDAQ:MRVL) is emerging as a standout semiconductor name heading into earnings season, buoyed by persistent demand for AI infrastructure and high-speed connectivity. J.P. Morgan analyst Harlan Sur reaffirmed an Overweight rating on the stock, placing it alongside NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) as one of his top AI-related picks. Unlike many chipmakers tethered to consumer cycles, Marvell is deeply entrenched in the backbone of AI compute, particularly in optical connectivity, which has become critical for hyperscale data center operations.

Sur noted that AI workloads are pushing the limits of current data infrastructure, creating sustained demand for faster networking and higher bandwidth. This environment plays directly into Marvell’s strengths, as the company provides key components for linking AI accelerators across massive compute clusters. The analyst emphasized that Marvell is well-positioned to weather macroeconomic headwinds, including potential trade or tariff disruptions, thanks to its role in essential data movement technology.

While Nvidia continues to dominate AI headlines, Marvell’s under-the-radar contributions to the AI buildout may offer an attractive opportunity for those seeking exposure to infrastructure-driven growth in the semiconductor space.