Oppenheimer highly recommends: The Four Titans of AI Chip Stocks in 2025, expecting explosive returns!

As the curtain is about to rise on earnings season, analysts at investment firm Oppenheimer have carefully selected four semiconductor stocks - Broadcom Inc. (AVGO.US), Marvell Technology, Inc. (MRVL.US), NVIDIA Corporation (NVDA.US), and Monolithic Power Systems (MPWR.US) as their top picks for the semiconductor sector in 2025. This selection is primarily based on their close ties to the thriving artificial intelligence industry. Oppenheimer believes that the demand related to artificial intelligence will continue to drive growth, especially the increase in data center capital expenditures and the trend of enterprises translating AI strategies into tangible profits. Analysts point out in their report that although macroeconomic weakness may pose short-term headwinds for the automotive and industrial sectors, leading to a somewhat slow start to the year, sales of traditional server CPU units saw a 7% growth in 2024 and are expected to continue on an upward trajectory in 2025. However, most data center expenditure remains concentrated in the AI field. Among the four stocks, NVIDIA Corporation stands out for being the "largest AI accelerator producer." With a full-stack hardware/software solution including AI GPUs, networking, and CUDA, NVIDIA Corporation holds a leading position in the AI infrastructure market. Despite trading at just 25 times the expected earnings per share (EPS) for the 2026 fiscal year, below its three-year and five-year averages, Oppenheimer expects its data center AI sales to reach $172 billion in 2025. Additionally, Monolithic Power Systems is also among Oppenheimer's top picks, trading at 26 times its expected EPS for the 2026 fiscal year. As a major 48V power supply provider for leading AI GPU/ASIC suppliers like NVIDIA Corporation and AMD, Monolithic Power Systems is expected by analysts to achieve long-term growth, especially in the automotive sector, given the significant growth of companies like Tesla, Inc. and Chinese electric vehicle manufacturers. Meanwhile, Marvell and Broadcom Inc. benefit from the rise of custom ASICs. Broadcom Inc. currently trades at 31 times its expected EPS for the 2026 fiscal year, recognized as the largest custom ASIC design company and a major AI accelerator producer. Leveraging partnerships with projects from Alphabet Inc. Class C, Meta, and ByteDance, Broadcom Inc. anticipates AI revenue to exceed $12 billion in 2024. Its diversified core licenses in networking, wireless, broadband, and software sectors ensure sustainable growth. Lastly, Marvell Technology ranks third on the list, trading at 31 times its expected EPS for the 2026 fiscal year. As a leader in the high-performance PAM4 DSP field and a significant player in the custom ASIC design sector, Marvell's key projects involve collaboration with Amazon.com, Inc. and Alphabet Inc. Class C. In conclusion, these four semiconductor stocks are closely linked to the artificial intelligence industry and are poised to maintain strong growth momentum in 2025. With earnings season approaching, investors will closely monitor the performance of these companies and their latest developments in the AI field.