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. 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., 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. 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.
10. Lattice Semiconductor Corporation (NASDAQ:LSCC)
Number of Hedge Fund Holders: 33
Lattice Semiconductor Corporation (NASDAQ:LSCC) is one of the High Growth Semiconductor Stocks to Buy. On March 16, Lattice Semiconductor Corporation (NASDAQ:LSCC) announced that it is partnering with Nvidia to join the Halos AI Systems Inspection Lab ecosystem. The lab is recognized as the first lab accredited by the ANSI National Accreditation Board for inspecting AI-driven physical systems.
The release highlighted that as part of this collaboration, the company, along with other partners, will develop Halo-certified designs using Nvidia’s Holoscan Sensor Bridge. Moreover, the ecosystem will also shape industry best practices for “physical AI,” including robots for factories and autonomous machines. Raemin Wang, Lattice’s VP of Segment Marketing, noted that the company will contribute its low-power FPGA expertise to make these systems efficient, scalable, and trustworthy.
This is a significant step for the company as it positions it at the forefront of the booming physical AI market. The deal can drive revenue through certified designs and ecosystem partnerships.
Lattice Semiconductor Corporation designs and sells low-power programmable logic semiconductors, like FPGAs, along with system solutions, design services, and IP licenses.
9. nLIGHT, Inc. (NASDAQ:LASR)
Number of Hedge Fund Holders: 36
nLIGHT, Inc. (NASDAQ:LASR) is one of the High Growth Semiconductor Stocks to Buy. On March 25, nLIGHT, Inc. (NASDAQ:LASR) hit an all-time high by reaching $73. This comes after the company posted strong results for its fiscal Q4 2025 earnings, released on February 26.
During fiscal Q4, the company reported 71.35% year-over-year revenue growth to $81.19 million and topped expectations by $4.47 million. The EPS of $0.14 also topped expectations by $0.03. Notably, the Q4 revenue was an all-time quarterly high, driven by a 66% year-over-year increase in Development revenue and 87% increase in Aerospace & Defense revenue. Moreover, gross margins for the full-year improved from 17% in 2024 to 30% in 2025. The funded backlog at the end of the year stood at around $162 million.
Looking ahead, management anticipates fiscal Q1 2026 revenue in the range of $70 million to $76 million, with gross margins in the range of 27% to 32%.
nLIGHT, Inc. designs, develops, manufactures, and sells high-power semiconductor and fiber lasers for industrial, microfabrication, aerospace, defense, and directed energy applications.
8. SiTime Corporation (NASDAQ:SITM)
Number of Hedge Fund Holders: 41
SiTime Corporation (NASDAQ:SITM) is one of the High Growth Semiconductor Stocks to Buy. On March 24, SiTime Corporation (NASDAQ:SITM) announced a major expansion move by signing a lease for about 149,300 square feet across two adjacent buildings at 3250 and 3260 Jay Street in Santa Clara.
Management noted that the facilities will become the company’s new headquarters. The occupancy is expected to start from April 1, 2027, and will last for 13 years, and the terms of the contract state two additional 5-year extensions. Moreover, the renting structure is set at $3,762,360 annually for the first 12-months and $5,733,120 from the 13th to 24th months.
Management noted that as per the agreement the rent for the first 6-months is abated and the agreed rent will increase by roughly 3% annually after 2-years of occupancy. Notably, the landlord, 3250 Jay Street Owner LLC, will also provide up to $16.05 million for initial buildout and $1.3 million for power upgrades, both of which are reflected in the base rent.
SiTime Corporation focuses on developing micro-electromechanical system-based silicon timing solutions that replace legacy quartz devices.
7. Microchip Technology Incorporated (NASDAQ:MCHP)
Number of Hedge Fund Holders: 61
Microchip Technology Incorporated (NASDAQ:MCHP) is one of the High Growth Semiconductor Stocks to Buy. On March 24, Microchip Technology Incorporated (NASDAQ:MCHP) launched its AEC-Q100 Grade 2-qualified SAM9X75D5M System-in-Package (SiP), which is a hybrid Microcontroller Unit (MCU) for automotive Human-Machine Interfaces. The SiP has applications in digital cockpit clusters, smart clusters for two- and three-wheelers, HVAC controls, and EV chargers.
Management highlighted that the device has a Arm926EJ-S processor and 512 Mbit DDR2 SDRAM. It supports displays up to 10 inches at 1024 × 768 pixels and supports interfaces including MIPI DSI, LVDS, and parallel RGB. The key benefits of the device include streamlined PCB design by combining MPU processing, high memory density, and MCU familiarity in one package. This reduces routing complexity and shields designers from discrete DDR memory supply volatility. Management also noted that the device balances cost, performance, and power efficiency.
Microchip Technology Incorporated develops semiconductor products, including microcontrollers, analog and connectivity devices, and timing solutions. The company also generates licensing income from its SuperFlash embedded flash and Smartbits technologies segments.
6. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders: 85
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the High Growth Semiconductor Stocks to Buy. On March 17, Marvell Technology, Inc. (NASDAQ:MRVL) unveiled its latest Structera S 60260, which is said to be the world’s first 260-lane PCIe 6.0 switch.
Management launched the switch at OFC 2026 in Los Angeles and noted that it stems from the company’s recent acquisition of XConn Technologies. The company also highlighted that this pushes PCIe connectivity to new heights for AI data centers. Management noted that the latest switch solves a major problem as traditional setups use multiple smaller switches, which spike power use, latency, board complexity, and costs. The Structera S 60260 solves these issues with a massive 260 lanes along with PCIe 6.0 speeds, which enables higher compute density in racks, lower latency for AI training, and improved efficiency by cutting power.
The sampling for customers of Marvell Structera S PCIe 60260 switches is expected to start in calendar Q3 2026, while engineering sampling for Structera S PCIe 6.0 switches is available now.
Marvell Technology, Inc. is a semiconductor development and manufacturing company with a major focus on data centers.
5. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 96
Intel Corporation (NASDAQ:INTC) is one of the High Growth Semiconductor Stocks to Buy. On March 17, Intel Corporation (NASDAQ:INTC) announced an upgrade to its top‑tier mobile gaming and workstation‑class CPUs with the launch of Core Ultra 200HX Plus series mobile processors.
Management noted that the processors are built on the same Arrow Lake‑HX architecture but tuned for higher real‑world performance and new optimization features. The update is aimed at enthusiasts, gamers, and mobile workstation users who want extra headroom over the regular 200HX chips.
The series includes two new processors, including Intel Core Ultra 9 290HX Plus and Intel Core Ultra 7 270HX Plus. Both the processors target the high-end laptop segment with slightly higher clocks and optimizations versus the non‑“Plus” parts.
Management also highlighted that the Intel Core Ultra 9 290HX Plus offers up to 8% faster gaming performance in selected titles and up to 7% faster single‑thread performance. Moreover, for those upgrading from older devices, Intel claims up to more than 62% faster gaming performance and up to more than 30% faster single‑thread performance, which is mainly a multi‑gen architectural uplift plus higher clocks.
Intel Corporation is an American company that manufactures central processing units (CPUs) and semiconductors.
4. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 132
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy. On March 18, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Samsung Electronics signed a memorandum of understanding to expand their partnership focused on memory supplies for AI infrastructure.
As a result of this memorandum, Samsung will provide next-generation HBM4 chips for AMD’s Instinct MI455X AI GPUs. The report noted that Samsung already supplies HBM3E for the company’s MI350X and MI355X accelerators. These chips are also optimized for AMD’s DDR5 memory and enhance server performance for data centers.
Moreover, the report suggests that discussions are underway for Samsung to offer contract manufacturing services for AMD’s future products, potentially diversifying AMD’s production beyond TSMC.
About a month ago, Advanced Micro Devices, Inc. also announced its agreement to sell AI chips worth $60 billion to Meta Platforms for over 5 years, along with a similar agreement with OpenAI signed last year.
Advanced Micro Devices, Inc. is a California-based semiconductor company operating in three segments: Data Center, Client and Gaming, and Embedded. Founded in 1969, the company serves a diverse clientele, including original equipment and design manufacturers, system integrators, and distributors.
3. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 137
Micron Technology, Inc. (NASDAQ:MU) is one of the High Growth Semiconductor Stocks to Buy. On March 26, analyst Joseph Moore from Morgan Stanley issued a research note telling investors that the memory market remains more durable than the market thinks. He assigned a Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target from $450 to $520 on March 19.
The analyst said that the recent sell-off in the memory sector is a healthy pricing-in of the durability concerns. He added that the underlying strength of the sector remains strong despite the sell-off. Moore highlighted that the typical signs of a memory downturn, including flat prices, higher spending on factories, and efficiency gains, have already happened. This sparked a profit-taking spree, which led to the sell-off.
Moore argues that memory chips are the bottleneck of AI systems and advanced CPUs. As the shortage continues, customers are willing to prepay for larger volumes of chips. Moore calls this “more durable” than the market realizes, as AI could soon eat up over 50% of all semiconductor spending, outpacing supply growth.
Micron Technology, Inc. designs and manufactures memory and storage solutions used across data centers, AI systems, and consumer devices.
2. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 202
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy. On March 23, Broadcom Inc. (NASDAQ:AVGO) introduced its Symantec CBX, which is a new cloud-based cybersecurity platform. The platform merges technologies from Symantec and Carbon Black into one easy-to-use tool called Extended Detection and Response.
Management elaborated that the target market for this platform is mid-sized resource-strapped organizations that face threats from hackers and don’t have the budget for fancy Security Operations Centers. The company also highlighted that cyberattacks are ramping up, and even smaller companies are not safe.
The Symantec CBX platform provides prevention, adaptive protection, data security, a cloud secure web gateway for web filtering, and incident prediction. Moreover, Carbon Black helps with deep endpoint visibility, threat hunting, and fast response. Symantec CBX is expected to be available through the company’s Enterprise Security Group’s Catalyst Partner Program.
Broadcom Inc. is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 264
NVIDIA Corporation (NASDAQ:NVDA) is one of the High Growth Semiconductor Stocks to Buy. On March 19, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) has entered a deal with Amazon Web Services to supply 1 million GPUs along with additional products through 2027.
The report noted that earlier both companies had notified about the agreement, but didn’t disclose the timing of the order. However, Nvidia VP Ian Buck told Reuters that the deal is expected to start this year and will continue through 2027.
The deal aligns with NVIDIA Corporation’s ambitious outlook of $1 trillion in sales from its upcoming Rubin and Blackwell chip families by 2027. Although the financial details of the agreement were not disclosed, Ian Buck said that beyond the 1 million GPUs, the transaction includes Nvidia’s new Groq chips plus six other Nvidia chips. Reuters noted AWS will deploy Nvidia’s ConnectX and SpectrumX equipment in data centers, supplementing AWS’s custom networking. Moreover, Ian Buck highlighted ongoing collaboration for high-priority AI workloads and major customers.
NVIDIA Corporation is a California-based data center-scale AI infrastructure company. Incorporated in 1993, the company operates through two segments: Compute & Networking and Graphics.
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