In this article, we will look at the 12 High Growth Semiconductor Stocks to Buy.
On January 15, Aaron Rakers, senior equity analyst at Wells Fargo, appeared on a CNBC Television interview to discuss his outlook for the semiconductor sector in 2026. Wells Fargo has forecasted that the semiconductor market can grow to more than $1 trillion in sales this year, reflecting a 29% year-over-year growth. The firm forecasts another double-digit growth in 2027, driven by continued strength in the AI infrastructure buildout.
Rakers noted that the market is transforming from heavy AI training investments to inference. He added that top semiconductor companies, including Analog Devices, Broadcom, KLA Corp, Lam Research, TMSC, and Monolithic, have indicated robust demand for their chips in the latest earnings releases. Rakers noted that the market is still in the very early phase of the AI inference workload cycle. He added that China is not a threat to the US semiconductor companies and noted that approval for Nvidia to sell chips to China can result in $25 to $30 billion incremental revenue for the company.
With that, let’s take a look at the 12 High Growth Semiconductor Stocks to Buy.
Our Methodology
We used screeners to identify US-listed Semiconductor stocks with market caps over $2 billion and expected EPS growth of at least 30% over the next 5 years. These stocks are also popular among analysts and elite hedge funds.
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).
12 High Growth Semiconductor Stocks to Buy
12. ACM Research, Inc. (NASDAQ:ACMR)
Number of Hedge Fund Holders: 32
ACM Research, Inc. (NASDAQ:ACMR) is one of the High Growth Semiconductor Stocks to Buy. On March 24, ACM Research, Inc. (NASDAQ:ACMR) reported that its key operating unit in Shanghai, ACM Research Inc., has outlined a profit distribution for the fiscal year 2025. The plan involves a cash dividend of RMB 6.233 per 10 shares, tax-inclusive, with no bonus shares or capital reserve conversions.
This is significant as the US-listed ACM Research, Inc. (NASDAQ:ACMR) does not pay dividends to its shareholders. Management noted that the dividend payout will be calculated on the total share capital as of the equity distribution record date. More details are expected to be announced in a forthcoming implementation notice.
The proposal has been approved by the Board of Directors but awaits shareholder ratification at the 2026 Annual General Meeting.
Separately, on February 27, Craig-Hallum raised the price target on the stock from $36 to $67, with a Buy rating. The firm finds the sell-off in the stock price to be an attractive buying opportunity. Craig-Hallum noted that the sell-off was triggered by a gross margin miss in the company’s fiscal Q4 2025 earnings. However, looking ahead, the company expects 25% year-over-year revenue growth in 2026, which is expected to be driven by new products and market share gains.
ACM Research Inc. (NASDAQ:ACMR), together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers.
11. Silicon Laboratories Inc. (NASDAQ:SLAB)
Number of Hedge Fund Holders: 32
Silicon Laboratories Inc. (NASDAQ:SLAB) is one of the High Growth Semiconductor Stocks to Buy. On March 10, Silicon Laboratories Inc. (NASDAQ:SLAB), along with BANF, which is a Korean specialist in intelligent tire systems, unveiled an in-tire sensor platform.
Management noted that the platform is powered by the company’s ultra-low-power BG22 Bluetooth LE SoC. The platform has the ability to deliver real-time tire data for autonomous vehicles and connect fleets. This is significant as traditional tire pressure monitoring systems only alert on major pressure drops, missing early signs of fuel waste or safety issues. On the other hand, BANF’s iSensor flips this script, turning tires into “connected intelligence nodes” that process real-time data.
In addition, the BG22 is mounted inside the tire and captures 3-axis acceleration, pressure, temperature, and tread depth at 4 kHz. The real-time data from the sensor is filtered into alerts for wheel-nut loosening, slip events, or low friction; this slashes data load and boosts response speed.
Silicon Laboratories Inc. (NASDAQ:SLAB) provides and develops analog-intensive and mixed-signal integrated circuits. It specializes in wireless development platforms and product portfolios for the Internet of Things, including Bluetooth, sub-GHz proprietary technologies, Wi-SUN, Thread, Wi-Fi, Zigbee, and Z-Wave.
