Nvidia Stock Is Up 31% in 2025, But Here's Another Super Semiconductor Stock to Buy in 2026, According to Wall Street

• Nvidia continues to acquisition unthinkable request for its information halfway chips.

• Micron Technology supplies high-bandwidth representation for information centers, which Nvidia has integrated into its GPUs.

• Micron banal has tripled successful 2025, but it inactive looks cheap.

• 10 stocks we similar amended than Micron Technology ›

Nvidia (NASDAQ: NVDA) supplies graphics processing units (GPUs) for information centers, which are the main chips utilized to make artificial quality (AI). The institution is seeing much request for its products than it tin perchance supply, which is fueling a immense surge successful its gross and earnings.

With conscionable 1 week near successful 2025, Nvidia banal is sitting connected a instrumentality of astir 37%. But it has been trounced by different AI semiconductor stock, which is up by an eye-popping 229% this year: Micron Technology (NASDAQ: MU). This institution supplies representation and retention chips that are captious for AI workloads successful information centers, computers, and adjacent smartphones.

The Wall Street Journal tracks 43 analysts who screen Micron stock, and the overwhelming bulk deliberation it's a bargain heading into 2026. In fact, not a azygous expert recommends selling. Here's wherefore it could beryllium a large summation to immoderate portfolio for the caller year.

High-bandwidth representation (HBM) is needed to unlock the champion show from each information halfway GPU due to the fact that it stores accusation successful a acceptable state, which accelerates processing speeds. A debased representation capableness tin origin bottlenecks by forcing the GPU to intermission its computations portion it waits to person much data, whereas a precocious capableness keeps information flowing constantly. This is particularly important successful data-intensive AI workloads.

Micron's HBM3E information halfway solution offers 50% much capableness than the competition, portion consuming 30% little energy. This is simply a winning operation for AI developers that privation the champion show astatine the lowest cost, which is wherefore Nvidia and Advanced Micro Devices are utilizing it successful their latest GPUs.

Micron is present preparing to ramp up accumulation of its caller HBM4E solution, which could connection up to 60% much capableness with a further 20% betterment successful vigor efficiency. The institution says that its full proviso is already sold retired for the calendar twelvemonth 2026. But this accidental is lone conscionable starting to vigor up. Micron CEO Sanjay Mehrotra expects the marketplace for information halfway HBM to astir triple successful worth by 2028, reaching $100 cardinal annually.

While information centers are surely Micron's biggest accidental close now, galore apical manufacturers of idiosyncratic computers and smartphones are integrating AI capabilities into their latest devices. This is fueling much request for high-capacity representation successful those markets, too.