NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

Credo Technology Group Holding Ltd

Wall Street analysts <a href="http://cnbc.com/2025/12/02/analysts-lift-their-price-targets-for-this-little-known-ai-company-after-an-earnings-beat.html">raised their</a> target prices on shares of small semiconductor company Credo after its results and profit forecasts exceeded experts' expectations for the second fiscal quarter, CNBC reports. Against this backdrop, Credo shares soared 15%.