Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.

Barrons2021-12-06

Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvidia rounding out the bank’s top three stocks in the semiconductor sector in 2022. The bank is now ...

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精彩评论

ckLai
2021-12-07
ckLai
Hi
- ckLai:
  Good
BlueDahlia
2021-12-06
BlueDahlia
Nice
DZL
2021-12-06
DZL
Applied Materials, Marvell, Nvidia, steering top picks amongst semiconductors
- 7bd61add:
  Also my number 1
- DZL:
  strong growth from global chip shortage
- DZL:
  strong growth amidst global chips supply crunch
WilliamFish
2021-12-06
WilliamFish
O
- WilliamFish:
  o
Bluemountain
2021-12-06
Bluemountain
Like please
- Bluetan:
  Done
chocoying
2021-12-06
chocoying
Like
- SkyMah:
  ok
- ShieYing:
  OK

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Nvidia Is No. 3.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvidia rounding out the bank’s top three stocks in the semiconductor sector in 2022.\nThe bank is now ...</p>\n\n<a href=\"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LRCX","symbol_name":"拉姆研究","start_time":0,"source_url":"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST","article_id":"1118382057","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1118382057","pubTimestamp":1638800415,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvid","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LRCX":"拉姆研究","MRVL":"迈威尔科技","NVDA":"英伟达","AMAT":"应用材料","KLAC":"科磊"},"translate_title":"应用材料是花旗2022年的首选芯片。英伟达排名第三。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMAT":0.9,"KLAC":0.9,"LRCX":0.9,"MRVL":0.9,"NVDA":0.9},"content_text":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvidia rounding out the bank’s top three stocks in the semiconductor sector in 2022.\nThe bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.\nApplied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.\n“Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.\nApplied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.\n“Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.\nLam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.\nNvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.\nBullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.\nMarvell Technology (MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation (KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.\nApplied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 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