In this piece we will look at the 5 High Growth Semiconductor Stocks to Buy. Please visit 12 High Growth Semiconductor Stocks to Buy, if you’d like to see an extended list and how we came up with the list of High Growth Semiconductor Stocks to Buy.
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 (NASDAQ:INTC) 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. (NASDAQ:AMD) 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. (NASDAQ:AMD) 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. (NASDAQ:MU) 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. (NASDAQ:AVGO) 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 (NASDAQ:NVDA)’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 (NASDAQ:NVDA) is a California-based data center-scale AI infrastructure company. Incorporated in 1993, the company operates through two segments: Compute & Networking and Graphics.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
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