The Motley Fool names Nvidia, Broadcom, SK Hynix, TSMC and ASML as semiconductor stocks to buy and hold for five years, citing AI growth. Nvidia reported revenue growth of 106% to $96.2 billion in fiscal 2027 Q2 and said it could have been higher without capacity constraints.
The article’s investment case for Nvidia centers on its end-to-end AI servers; Broadcom helps hyperscalers develop custom chips to cut costs. It describes SK Hynix as the high-bandwidth memory (HBM) market-share leader and Nvidia’s main supplier under a long-term agreement. TSMC leads advanced-chip manufacturing, while ASML is the only company with EUV technology needed for high-end chip components. The article says memory demand is rising while the market remains supply-constrained.
Broadcom’s AI revenue is forecast to reach $115 billion in fiscal 2027 and $230 billion in fiscal 2028. ASML expects to increase EUV capacity by 30% next year, with a possible additional 30% in 2028; it has begun taking orders for next-generation High NA EUV machines, which cost twice as much as its current EUV machines. The article says Nvidia was not among Stock Advisor’s 10 best stocks to buy now. It discloses author Geoffrey Seiler’s positions in Broadcom and Meta Platforms, and The Motley Fool’s positions in and recommendations for ASML, Broadcom, Meta Platforms, Micron Technology, Nvidia and TSMC.
