By Adam Spatacco
Publication Date: 2026-01-28 05:00:00
Semiconductor stocks look poised for further gains as investment in artificial intelligence (AI) infrastructure accelerates.
Over the last few years, technology investors have witnessed unprecedented sums poured into artificial intelligence (AI) infrastructure. Hyperscalers such as Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, and OpenAI are collectively spending hundreds of billions of dollars to build data centers and equip these facilities with clusters of AI chips and networking gear.
I’ll reveal my top three semiconductor stocks to buy in 2026 as investment along the chip value chain continues to accelerate. For investors with available capital, a $50,000 investment spread across these three stocks could become a multibagger in the long run.
1. Nvidia
While it may be the most obvious choice, it’s just too hard to pass on Nvidia (NVDA +1.10%). Nvidia’s lineup of graphics processing units (GPUs) and CUDA software stack have become the default platform on which generative AI is built and trained.
According to research from Gartner, revenue from AI processing semiconductors exceeded $200 billion last year. That said, Bloomberg Intelligence (BI) is forecasting the AI GPU market to grow at a compound annual growth rate (CAGR) of 14% through 2033 — ultimately reaching a total addressable market (TAM) of $486 billion. What’s even more encouraging is that BI suggests Nvidia could maintain up to 75% market share through 2030.
While this is good news for Nvidia’s GPU…
