VanEck expects another transformative year for the semiconductor market in 2025, citing artificial intelligence (AI) as the key growth driver.
Industry leaders Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM), and Marvell Technology (NASDAQ:MRVL) remain well-positioned to capitalize on rising AI-driven demand. Beyond dominant players, VanEck sees upside potential in undervalued firms within memory chips and semiconductor equipment.
The firm highlighted SK Hynix (HXSCF), Micron Technology (NASDAQ:MU), Western Digital (NASDAQ:WDC), Applied Materials (NASDAQ:AMAT), and Lam Research (NASDAQ:LRCX) as attractive opportunities. VanEck emphasized the importance of staying informed and adaptable in this rapidly evolving sector, noting that 2025 could be a pivotal year for semiconductors. For investors tracking the space, several semiconductor-focused exchange-traded funds remain in focus.
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