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Mizuho’s Top Semiconductor Picks for 2026: Nvidia, Broadcom Lead AI-Driven Rally

Mizuho’s Top Semiconductor Picks for 2026: Nvidia, Broadcom Lead AI-Driven Rally

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Global Cryptocurrency

Published:

2026-01-10 07:01:02

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BTCCSquare news:

Mizuho Securities has spotlighted Nvidia, Lumentum, and Broadcom as its top semiconductor selections for 2026, betting on sustained AI demand to propel the sector. The firm anticipates GPU makers, custom AI silicon developers, and optical networking providers will outperform despite projected smaller gains compared to 2025's 45% SOX index surge.

Key growth drivers include hyperscaler investments in 800G/1.6T networking infrastructure and AI accelerator deployments. Microchip Technology and Lam Research emerge as secondary contenders, while autos and consumer electronics face headwinds from inventory gluts.

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