With TSMC's impressive earnings report out today, the U.S. semiconductor sector is rallying again. As one of the key investment themes for 2026, here's a ranked list based on major investment banks' recommendations frequency - take your pick:

1. NVDA (NVIDIA)

2. AVGO (Broadcom)

3. ADI (Analog Devices)

4. LRCX (Lam Research)

5. MU (Micron Technology)

6. CDNS (Cadence Design Systems)

7. AMAT (Applied Materials)

8. NXPI (NXP Semiconductors)

9. KLAC (KLA Corporation)

10. SNPS (Synopsys)

11. ALAB (Astra Labs)

12. MTSI (MACOM Technology Solutions)

13. SNDK (SanDisk Corporation)

14. TER (Teradyne)

15. MCHP (Microchip Technology)

16. MRVL (Marvell Technology)

17. WDC (Western Digital)

18. TSM (TSMC)

19. ASML (ASML Holding)

20. AMBA (Ambarella)

21. ASX (ASE Technology Holding)

22. 0981.HK (SMIC)

23. CRDO (Credo Technology)

24. MKSI (MKS Instruments)

25. AEIS (Advanced Energy Industries)

26. TXN (Texas Instruments)

27. SITM (SiTime Corporation)

28. STX (Seagate Technology)

29. Q (Qnity Electronics)