<div id="readability-page-1"><p>As 2025 draws to a close, Wall Street is already looking ahead to 2026. Major banks and top-rated analysts are outlining where they see the best opportunities, and top Bank of America analyst Vivek Arya has highlighted six large-cap chip stocks he believes are well positioned to outperform.</p><h3>Claim 50% Off TipRanks Premium and Invest with Confidence </h3><ul><li>Unlock  hedge-fund level data  and  powerful investing tools  designed to help you make smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  so your portfolio is always positioned for maximum potential</li></ul> <p>For context, Arya is a well-known Wall Street analyst at Bank of America, covering the semiconductor sector. On TipRanks, he holds a five-star rating and is ranked #201 out of more than 10,000 analysts tracked on the website.</p> <h2><strong>BofA's Top Large-Cap Chip Picks for 2026</strong></h2> <p>1. <strong>Nvidia</strong> (NVDA) – Nvidia remains BofA's top AI pick for 2026. The bank sees the stock trading at attractive levels relative to its growth, backed by strong demand from hyperscalers, enterprises, and sovereign AI projects. Nvidia's lead in AI accelerators keeps it central to data-center spending.</p> <p>2. <strong>Broadcom</strong> (AVGO) – Broadcom stands out for its role in custom AI chips and high-speed networking. BofA sees custom silicon as a growing trend as cloud giants look to boost performance and manage costs.</p> <p>3. <strong>Lam Research</strong> (LRCX) – BofA is positive on chip-making equipment, with Lam set to benefit from factory upgrades tied to high-bandwidth memory, advanced logic, and new packaging needed for AI chips.</p> <p>4. <strong>KLA</strong> (KLAC) – KLA is another favored equipment name. Its inspection and process-control tools are key as chipmakers move to smaller nodes and more complex designs.</p> <p>5. <strong>Analog Devices</strong> (ADI) – Analog Devices offers a balanced way to gain AI exposure through power management, signal processing, and data center systems, without relying on a single end market.</p> <p>6. <strong>Cadence Design Systems </strong>(CDNS) – Cadence rounds out the list by supplying the design software needed to build next-generation AI chips. As chip designs grow more complex, BofA expects demand for these tools to stay strong.</p> <h2><strong>Why BofA Sees 2026 as a Key Year for Chips</strong></h2> <p>Bank of America expects 2026 to be a key year as the market moves from AI hype toward real earnings. In a recent note, Arya said the industry is reaching the mid-point of an 8–10-year cycle to upgrade IT systems for AI and faster computing. While short-term swings may continue, the bank sees strong fundamentals, forecasting about 30% growth in global semiconductor sales next year, supported by rising demand for chip-making equipment.</p> <h2><strong>Which Is the Best Chip Stock to Buy Now?</strong><strong></strong></h2> <p>We used the TipRanks Stock Comparison Tool to determine which stock among Arya's top picks is most favored by analysts. </p> <p>Most of the names carry Strong Buy ratings, led by Nvidia (NVDA) and Broadcom (AVGO), which also show the largest upside based on current price targets. While stocks like Lam Research (LRCX) and KLA (KLAC) have already posted strong gains this year, their upside appears more modest from here.</p> <p>As always, investors should do their own research before investing.</p></div>

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<p>Bank of America analyst Vivek Arya highlights six large-cap chip stocks poised to outperform in 2026: Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence Design Systems. Arya sees 2026 as pivotal for chips, with a forecasted 30% growth in global semiconductor sales. Nvidia and Broadcom are top picks with strong buy ratings. Investors are advised to conduct their own research.</p>

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NVDA, AVGO, LRCX, and Others: Bank of America Sees These as 'Top 6 Large-Cap Chip Stocks for 2026'