11 Best Semiconductor Stocks to Invest In Now

In this article, we will discuss the 11 Best Semiconductor Stocks to Invest In Now.

The Semiconductor Industry Association (SIA) announced that global semiconductor sales came in at $82.5 billion during January 2026, reflecting a rise of 3.7% relative to the December 2025 total of $79.6 billion. This also reflects a growth of 46.1% compared to the January 2025 total of $56.5 billion.

After the broader semiconductor market saw the highest-ever sales total in 2025, the global chip market grew in January 2026, exceeding the results seen in December and surpassing the sales from January 2025 by a wide margin, added SIA’s President and CEO.

Notably, the sales in the Asia Pacific region and China mainly supported the YoY growth, with the global sales expected to touch ~$1 trillion in 2026. As per McKinsey, the computing and data storage vertical is projected to grow to $810 billion in 2030, from an estimated value of $350 billion in 2024, with the demand in the server segment, mainly for AI servers, making up for most of the increase.

The Wireless vertical is expected to grow by an estimated $150 billion through 2030, resulting in the total value of $350 billion.

Amidst such trends, let us now have a look at the 11 Best Semiconductor Stocks to Invest In Now.

Our Methodology

To list the 11 Best Semiconductor Stocks to Invest In Now, we used a screener to shortlist the stocks catering to the broader semiconductor space. Next, we chose the ones popular among hedge funds, as of Q4 2025.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

11 Best Semiconductor Stocks to Invest In Now

11. KLA Corporation (NASDAQ:KLAC)

KLA Corporation (NASDAQ:KLAC) is one of the Best Semiconductor Stocks to Invest In Now. On March 13, Oppenheimer lifted its price objective on the company’s stock to $1,900 from $1,800, while keeping an “Outperform” rating, as reported by The Fly. As per the firm, KLA Corporation’s Investor Day was significantly more positive than the expectations, raising the near and long-term targets. The firm also noted that the company is among the highest-quality growth franchises in semicap.

In a different update, Jefferies analyst Blayne Curtis reduced the firm’s price objective on KLA Corporation’s stock to $1,700 from $1,850, while keeping a “Buy” rating. As per the analyst, the firm is optimistic about the company’s improved near-term outlook. The targets for 2030 assume higher capital intensity and share. Therefore, the company can see the high-end of its long-term range to $26 billion in revenue and $84 in EPS.

KLA Corporation is involved in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries.

10. Nova Ltd. (NASDAQ:NVMI)

Nova Ltd. (NASDAQ:NVMI) is one of the Best Semiconductor Stocks to Invest In Now. On March 11, Barclays analyst Tom O’Malley began coverage of the company’s stock with an “Overweight” rating and a price objective of $465. The analyst highlighted that with broader industry pivoting to more metrologically intensive technologies, Nova Ltd. enjoys several growth avenues amid elevated levels of wafer fab equipment spending.

As per the firm, Nova Ltd. has been addressing the front and back-end with the help of dimensional, chemical, and materials metrology. Notably, the company had earlier highlighted that Nova Ltd.’s broad-based momentum, expansion of metrology portfolio, and several strategic qualifications of advanced metrology solutions strengthen its strategy and technology. Moving forward, the company remains well-placed to capitalize on the upward investment cycle.

In a different update, Evercore ISI lifted its price target on the company’s stock to $485 from $340, while keeping an “Outperform” rating after its beat & raise Q4 2025 report.

Nova Ltd. provides metrology solutions for the semiconductor manufacturing industry, with its product portfolio including dimensional metrology, modeling & software, materials metrology, and chemical metrology.

9. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Semiconductor Stocks to Invest In Now. On March 10, Haas Liu from Bank of America Securities reiterated a “Buy” rating on the company’s stock with a price objective of $470.00. The analyst’s rating is backed by factors that reflect resilient growth and earnings power.

While the monthly sales were seasonally softer, it was highlighted that they continue to track above the Q1 patterns. This momentum comes on the heels of strong demand in high-performance computing and AI chips, along with earlier-than-usual orders for consumer semiconductors.

Despite Taiwan Semiconductor Manufacturing Company Limited’s margins being sensitive to the power prices because of energy-sourcing concerns and increased electricity costs, its operations will not encounter disruption. Its profitability drivers are intact. The analyst also noted the company’s technology leadership, anticipation of healthy revenue expansion, and improved margins.

Taiwan Semiconductor Manufacturing Co. Ltd. is the world’s largest semiconductor foundry.

8. Advanced Micro Devices, Inc. (NASDAQ:AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Semiconductor Stocks to Invest In Now. On March 15, RBC Capital maintained a “Sector Perform” rating and a price objective of $230 on the company’s stock. The company reiterated that MI450/Helios is on track, with Advanced Micro Devices, Inc. having strong conviction in OpenAI and Meta volume ramps in H2 2026, added the analyst.

In a different update, Advanced Micro Devices, Inc. and Celestica Inc. announced a strategic alliance, focusing on bringing a new “Helios” rack-scale AI platform to the market. As a result of this alliance, Advanced Micro Devices, Inc.’s computing leadership is being paired with Celestica’s knowledge in providing leading-edge networking switch technologies.

Notably, ‘Helios’ reflects a new blueprint for the AI infrastructure, which allows customers to deploy AI at scale. This is being done with the performance, efficiency, and flexibility needed for the next generation of workloads.

Advanced Micro Devices is a multinational semiconductor company that designs high-performance computing, graphics processing units, and visualization technologies.

7. Cohu, Inc. (NASDAQ:COHU)

Cohu, Inc. (NASDAQ:COHU) is one of the Best Semiconductor Stocks to Invest In Now. On March 18, Stifel analyst Brian Chin lifted the firm’s price objective on Cohu, Inc.’s stock to $34 from $32, while keeping a “Buy” rating. The analyst noted the company’s announcement, wherein a leading US semiconductor IDM (integrated device manufacturer) and foundry gave orders for multiple Eclipse platforms.

This is to support testing of high-performance compute AI processors. As a result, this highlights that Cohu, Inc.’s AI test-driven revenue continues to accelerate.

In a different update, on March 16, Evercore ISI began coverage of the company’s stock with an “Outperform” rating and a price objective of $35. As per the firm, a cyclical recovery in the broader auto-industrial market in 2026 and 2027, Cohu, Inc.’s expansion into AI/compute applications, and a cushion because of recurring revenue are expected to act as key drivers.

Cohu, Inc. is a California-based provider of semiconductor test equipment and services. Founded in 1947, the company also provides AI process control and analytics-based monitoring software.

6. Semtech Corporation (NASDAQ:SMTC)

Semtech Corporation (NASDAQ:SMTC) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, Craig-Hallum analyst Anthony Stoss lifted the firm’s price objective on the company’s stock to $105 from $80, while keeping a “Buy” rating, as reported by The Fly.

As per the firm, investors can consider owning the company’s stock ahead of healthier data center growth, with LPO/TIA (Linear Pluggable Optics/Transimpedance Amplifier) and ACC (Active Copper Cable) ramps beginning to take shape.

Furthermore, the firm noted that Semtech Corporation started initial shipments of LPO product and anticipates the initial 1.6T ACC shipments during the quarter ended April. It also noted that the management expects total data center revenues to grow over 50% in FY 2027.

In a separate release, Semtech Corporation announced the acquisition of HieFo Corporation. This addition to the company’s portfolio of semiconductor solutions strengthens the US technology supply chains. Also, it adds new capacity as well as resiliency at a critical point in the broader AI infrastructure buildout.

5. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) is one of the Best Semiconductor Stocks to Invest In Now. On March 16, the company announced that Intel Xeon 6 is being utilised as the processor for NVIDIA DGX Rubin NVL8 systems. As a result, this demonstrates Xeon’s crucial role in offering architectural continuity as well as scalability for the GPU-accelerated AI systems amidst the shift of workloads towards massive, real-time inference.

Notably, Intel Xeon processors are being utilised as the host CPU for DGX Rubin NVL8 systems because of their ability to support fast memory speeds, balance performance throughout a range of workloads, reduce the long-term TCO (total cost of ownership), as well as their mature and enterprise-proven software ecosystem.

Separately, on March 4, Intel Corp. CFO Dave Zinsner highlighted that the company aims to achieve break-even margins for the foundry business by 2027. External customer engagements and new process technologies will back this.

Intel Corp. designs, manufactures, and sells computer products and technologies, including computers, networking components, data storage, and communications platforms, as well as full-stack solutions created from the foundry industry ecosystem.

4. QUALCOMM Incorporated (NASDAQ:QCOM)

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, QUALCOMM Incorporated announced that its Board of Directors approved a new $20.0 billion stock repurchase authorization, which is in addition to its stock repurchase program that was announced in November 2024.

Also, the company’s Board approved an increase in QUALCOMM Incorporated’s quarterly cash dividend from $0.89 to $0.92 per share, raising the annualized dividend payout to $3.68 per share.

In a separate update, it was announced that Qualcomm Technologies, Inc. and Wayve entered into technical collaboration, expanding the choice with an advanced production‑ready ADAS and AD system for automakers. Notably, this collaboration delivers a pre‑integrated ADAS/AD, helping entry‑level hands-off driving assistance to the eyes-off automated driving.

Notably, Snapdragon Ride supports the broadest range of long‑term platform strategies. It allows automakers to bring standardization throughout programs and regions while, at the same time, retaining flexibility.

QUALCOMM, Inc. is a global leader in the development and commercialization of foundational technologies for the wireless industry, specializing in semiconductors, software, and services for mobile devices, automotive, and the Internet of Things (IoT).

3. Ichor Holdings, Ltd. (NASDAQ:ICHR)

Ichor Holdings, Ltd. (NASDAQ:ICHR) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, Stifel upgraded the company’s stock to “Buy” from “Hold” with a price objective of $55, up from the prior target of $30. As per the analyst, the firm’s confidence has been revived about Ichor Holdings, Ltd.’s gross margin trajectory entering an up-cycle.

Earlier, the firm expected that 2026 would be a transitional year for Ichor Holdings, Ltd.. However, now the firm has a clear view that cyclical business conditions are accelerating.

In a different update, the company announced Q4 2025 and FY 2025 results, with Ichor Holdings, Ltd. seeing annual revenue of $948 million, up 12% YoY. The healthy growth was mainly supported by strength in etch and deposition. However, the impact was partially mitigated by the softening build rates of EUV and decreased demand in some trailing edge markets.

Ichor Holdings, Ltd. is a U.S. technology company that designs, engineers, and manufactures critical fluid delivery subsystems and components, especially gas and chemical delivery systems, used in semiconductor capital equipment.

2. Micron Technology, Inc. (NASDAQ:MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Semiconductor Stocks to Invest In Now. On March 16, the company announced that it started volume shipment of HBM4 36GB 12H in Q1 of CY 2026. It has been designed for NVIDIA Vera Rubin. With HBM4, Micron Technology, Inc. achieves more than 11 Gb/s pin speeds, allowing a bandwidth of over 2.8 TB/s. This demonstrates a 2.3 times bandwidth and over 20% power efficiency improvement compared to its HBM3E.

Micron Technology, Inc. noted that the next leg of growth in AI will be characterized by tightly integrated platforms that are developed via joint engineering innovations. Therefore, the company’s collaboration with NVIDIA makes sure that compute and memory are developed to scale together. Micron Technology, Inc. tagged HBM4 as the engine of AI, which offers exceptional bandwidth, capacity, and power efficiency.

With HBM4 36GB 12H, together with the industry’s first SOCAMM2 and Gen6 SSD in high-volume production, Micron Technology, Inc.’s memory and storage help in unlocking the full potential of next-gen AI.

Micron Technology, Inc. provides innovative memory and storage solutions. Its operations are divided into the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU).

1. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, Joshua Buchalter, an analyst from TD Cowen, maintained a “Buy” rating on the company’s stock, and the associated price target was $235.00. The analyst’s rating is backed by factors focusing on NVIDIA Corporation’s strengthened fundamentals.

While NVIDIA Corporation’s stock price moved sideways, the analyst opines that, over the past 6 months, its earnings power, underlying business performance, as well as future visibility have strengthened further. The analyst noted that this disconnect should be considered as an opportunity for the investors. After the broader market factors in the improved outlook and healthier fundamentals, NVIDIA Corporation’s stock can see a breakout from its current trading band.

In a separate release, Bloomberg reported that NVIDIA Corporation’s CEO unveiled several new products, with the Chief also highlighting that its flagship AI processors are expected to garner sales of $1 trillion through 2027.

NVIDIA Corporation is the largest AI GPU manufacturer in the world. It also supplies consumer and data center chips.

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