Beyond NVIDIA: Top 5 Semiconductor Stocks to Watch for 2025

Group 1: NVIDIA and Semiconductor Market Outlook - NVIDIA's stock is projected to rise in 2025 due to ongoing demand for its data center and AI technology, with analysts forecasting a potential 42% upside [1] - The industrial semiconductor market is expected to rebound in 2025 after years of disruption, with analysts' estimates considered low [1] - Global semiconductor end-market inventory normalization is nearing completion, with favorable economic policies anticipated to stimulate demand for industrial semiconductor technology in the U.S. [2] Group 2: Company-Specific Insights - Analog Devices (ADI) experienced a contraction in 2024 but is expected to see positive trends and growth in 2025, with improving demand across all end markets [3][4] - Semtech reported nearly 18% topline growth in FQ3 and anticipates year-over-year growth accelerating to nearly 30% in 2025, with strong performance across all end markets [7][8] - Microchip Technology is undergoing an inventory correction but is expected to see nearly 20% top-line growth in the latter half of 2025 as demand normalizes [9][11] - GlobalFoundries is tracking for growth in 2025, with positive guidance and strength across its portfolio driven by new design wins [12][13] - Onsemi is positioned for growth in 2025, with a focus on SiC-based semiconductors suitable for various industrial applications, despite a contraction in FQ3 2024 [15][16]