Investing.com —\u00a0Oppenheimer analysts highlighted four semiconductor stocks as top picks for 2025, emphasizing their strong ties to the booming AI sector.\u00a0<\/p>\n
The firm sees continued growth driven by AI-related demand, particularly in data center capital expenditure and enterprises monetizing AI strategies.<\/p>\n
According to Oppenheimer, NVIDIA (NASDAQ:NVDA<\/span>) remains a standout, trading at 25x its CY26E EPS, below its three- and five-year averages. The company is the “largest volume producer of AI accelerators,” dominating the AI infrastructure market with its full-stack hardware\/software solutions, including AI GPUs, networking, and CUDA.\u00a0<\/p>\n Oppenheimer expects NVIDIA’s data center AI sales to hit $172 billion in CY25, despite ongoing challenges with liquid cooling systems.<\/p>\n Monolithic Power <\/span><\/span> (NASDAQ:MPWR<\/span>) Systems is also a top pick at Oppenheimer, trading at 26x CY26E EPS. MPWR is noted as the primary supplier of 48V power to major AI GPU\/ASIC suppliers like NVIDIA and AMD (NASDAQ:AMD<\/span>). Despite short-term pressures, including NVIDIA’s decision to delay adopting vertical power, the firm believes MPWR is poised for long-term growth, particularly in the auto sector, with significant content gains at Tesla (NASDAQ:TSLA<\/span>) and Chinese electric vehicle manufacturers.<\/p>\n Broadcom (NASDAQ:AVGO<\/span>), trading at 31x CY26E EPS, is recognized as the largest custom ASIC design house and a major AI accelerator producer.\u00a0<\/p>\n The firm expects the company’s AI revenue to exceed $12 billion in CY24, driven by projects with Google (NASDAQ:GOOGL<\/span>), Meta (NASDAQ:META<\/span>), and ByteDance. Broadcom’s diversified core franchises across networking, wireless, broadband, and software ensure sustainable growth.<\/p>\n Marvell (NASDAQ:MRVL<\/span>) Technology rounds out the list, trading at 31x CY26E EPS. Oppenheimer says Marvell is the leader in high-performance PAM4 DSPs and a significant player in custom ASIC design, with major projects ramping up with Amazon (NASDAQ:AMZN<\/span>) and Google.<\/p>\n \u00a0The firm projects custom ASIC revenue to potentially double buyside models, contributing significantly to Marvell’s growth.<\/p>\n \u00a0<\/p>\n","protected":false},"excerpt":{"rendered":" [db:\u6458\u8981]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[22],"tags":[28],"class_list":["post-10652","post","type-post","status-publish","format-standard","hentry","category-breaking-news","tag-db"],"_links":{"self":[{"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/posts\/10652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/comments?post=10652"}],"version-history":[{"count":0,"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/posts\/10652\/revisions"}],"wp:attachment":[{"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/media?parent=10652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/categories?post=10652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cryptoopia.com\/wp-json\/wp\/v2\/tags?post=10652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}