Chip Stock Performance and Recommendations for 2026
Nvidia (NASDAQ: NVDA) saw a 39% increase, while Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML Holding (NASDAQ: ASML) both rose by 54% in 2025. Analysts predict growth rates for the next fiscal year of 51% for Nvidia, 31% for Taiwan Semiconductor, and 15% for ASML. Currently, ASML trades at 34 times forward earnings, compared to Nvidia at 25 and Taiwan Semiconductor at 21 times.
The recommendations suggest that despite ASML’s position in the market, its slower growth rate makes Nvidia and Taiwan Semiconductor more attractive investments for 2026.
