Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
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Citi Research forecasts the AI supercycle extending into 2026, highlighting Microchip Technology (MCHP) as its top pick due to expected sales and margin recovery. Buy-rated stocks include Broadcom (AVGO), Micron Technology (MU), Texas Instruments (TXN), NXP Semiconductors (NXPI), and Analog Devices (ADI). Citi anticipates significant earnings growth for MCHP and TXN, and favors Synopsys (SNPS) over Cadence Design Systems (CDNS) for margin expansion potential.
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