4 No-Brainer Semiconductor Stocks to Buy Right Now

By Geoffrey Seiler – Feb 16, 2026 at 12:36PM ESTKey PointsNvidia and Broadcom are set to benefit from increasing demand for AI chips.Micron is benefiting from increasing demand and short supply of high-bandwidth memory. As the primary manufacturer of advanced logic chips, TSMC is set to benefit from the ongoing AI data center build-out.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: NVDANvidiaMarket Cap$4.4TToday's Changeangle-down(-2.21%) $4.13Current Price$182.81Price as of February 13, 2026 at 3:58 PM ETThe semiconductor industry is on fire.The hottest part of the market right now is artificial intelligence (AI) infrastructure. Five companies are set to spend a total of a whopping $700 billion on AI data centers this year. Meanwhile, famed portfolio manager Cathie Wood has predicted that AI infrastructure spending will rise to $1.4 trillion in 2030. This is great news for the chip industry, but four semiconductor stocks in particular look like no-brainer buys. 1. Nvidia ExpandNASDAQ: NVDANvidiaToday's Change(-2.21%) $-4.13Current Price$182.81Key Data PointsMarket Cap$4.4TDay's Range$181.59 - $187.5552wk Range$86.62 - $212.19Volume5.4MAvg Vol180MGross Margin70.05%Dividend Yield0.02% With an estimated 90% market share of graphics processing units (GPUs), the main chips used to power AI workloads, Nvidia (NVDA 2.21%) is the dominant player in the AI infrastructure market. As such, spending growth is going to nicely benefit it. Meanwhile, its CUDA software platform, where most foundational AI code has been written, continues to give it a strong moat, especially in AI training. 2. Broadcom ExpandNASDAQ: AVGOBroadcomToday's Change(-1.87%) $-6.18Current Price$324.99Key Data PointsMarket Cap$1.5TDay's Range$324.69 - $334.1552wk Range$138.10 - $414.61Volume781KAvg Vol31MGross Margin64.71%Dividend Yield0.74% The biggest challenger to Nvidia's dominance is Broadcom (AVGO 1.87%), which is helping customers develop custom AI ASICs (application-specific integrated circuits). While ASICs lack the flexibility of GPUs, these hardwired chips can be more energy-efficient and cost-effective. Broadcom helped Alphabet create its popular Tensor Processing Units (TPUs), which it uses for its internal workloads, and is starting to let customers deploy. The growth of TPUs has been helping drive Broadcom's growth, as has its networking portfolio. Meanwhile, hyperscalers have been increasingly turning to Broadcom to help them develop their own custom chips. With the AI infrastructure market growing and ASICs taking share, Broadcom should see explosive growth. 3. Micron ExpandNASDAQ: MUMicron TechnologyToday's Change(-0.60%) $-2.49Current Price$411.48Key Data PointsMarket Cap$463BDay's Range$392.83 - $420.8552wk Range$61.54 - $455.50Volume1.7MAvg Vol33MGross Margin45.53%Dividend Yield0.11% For AI chips to achieve peak performance, they need to be packaged with high-bandwidth memory (HBM), which is a specialized form of DRAM (dynamic random-access memory). With the data center buildout, demand for HBM is exploding. However, HBM needs upward of three times the wafer capacity of ordinary DRAM, which is causing an overall DRAM shortage. As one of three big DRAM makers -- along with Korean companies SK Hynix and Samsung -- Micron (MU 0.60%) is seeing both huge revenue growth and ballooning gross margin. With demand for DRAM expected to outstrip supply into the foreseeable future, Micron is set to benefit from an ongoing supercycle for years to come. Image source: Getty Images. 4.

Taiwan Semiconductor Manufacturing Co. With a virtual monopoly on the manufacturing of advanced logic chips, like GPUs and AI ASICs, Taiwan Semiconductor Manufacturing (TSM 0.47%) is set to ride the AI infrastructure spending wave. Best of all, it doesn't matter how much share AI ASICs or GPUs take, as it manufactures both. At the same time, the company's position has given it strong pricing power, with reports that it has already informed customers of upcoming price hikes for the next four years. With higher prices and TSMC building out more capacity, the stock is set to be a continued AI infrastructure spending winner. Read NextFeb 16, 2026 •By Harsh ChauhanIs Nvidia Stock Going to $300?Feb 16, 2026 •By Sean WilliamsPrediction: Nvidia Will Have a Difficult Time Living Up to Investors' Lofty Expectations on Feb. 25Feb 16, 2026 •By Keith SpeightsShould You Forget Palantir and Buy 2 Other Artificial Intelligence (AI) Stocks Right Now?Feb 15, 2026 •By Selena Maranjian4 Hypergrowth Tech Investments to Buy in 2026 -- Including, of Course, NvidiaFeb 15, 2026 •By Geoffrey Seiler2 Monster Stocks to Hold for the Next 5 YearsFeb 15, 2026 •By Keithen Drury3 Bargain Stocks That Can Set You Up For LifeAbout the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedNvidiaNASDAQ: NVDA$182.81 (2.21%) $4.13BroadcomNASDAQ: AVGO$324.99 (1.87%) $6.18Taiwan Semiconductor ManufacturingNYSE: TSM$366.36 (0.47%) $1.74Micron TechnologyNASDAQ: MU$411.48 (0.60%) $2.49*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.