Microchip Technology Incorporated

<a href="https://oninvest.com/issuers/ctrn?from=data">Citi</a> named <a href="https://oninvest.com/issuers/mcp-de?from=data">Microchip Technology (MCHP)</a> as its top pick for 2026. Analysts expect the company to deliver the most growth over forecasts as <a href="https://oninvest.com/issuers/mcp-de?from=data">Microchip Technology</a> 's sales and margins have declined the most from peak levels,<a href="https://seekingalpha.com/news/4534531-citi-2026-semis-outlook-mchp-top-pick-avgo-adi-mu-nxpi-txn-buy-rated"> according to</a> Seeking Alpha.

Citi analysts named Microchip Technology as their favorite for 2026

Micron Technology, Inc.

Micron shares are already up more than 160% since the beginning of the year, but analysts believe the rally will continue

Micron shares jumped. Its competitor predicted a "supercycle" of chip demand

NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

Apple Inc.

Wedbush analyst believes Nvidia's chips and Huang's political heft have made him a major tech player in the age of AI and the second Trump administration


Nvidia CEO becomes more influential than Apple CEO in the White House - Wedbush


The little-known German company SÜSS Microtec holds more than half of the market for a critical technology used in Nvidia chip production, Jefferies stated on Monday, September 23. Last week, the investment bank referred to the company as the "Nvidia of Europe" and suggested that its shares could rise another 34%. SÜSS produces equipment for chip manufacturing, which is used by industry leader TSMC (Taiwan Semiconductor Manufacturing Co). SÜSS shares rose 2% on Monday and have increased 104% this year—close to Nvidia’s performance.

Chips