Which one will be strong in the semiconductor industry in 2022? UBS preferred NVDA, MRVL, MU

UBS analyst Timothy Arcuri recently published a research report on the semiconductor industry, and pointed out that in 2022 the industry's first choice is Nvidia (NVDA.US), Maiwell Technology (MRVL.US) and Micron Technology (MU.US).

Arcuri explained in the report that Nvidia has established a more “stable” income source around its GPU and software fields, and the company is expected to benefit from it and give the stock a “buy” rating; and Maiwell Technology is expected to use Its "extensive investment portfolio" and 5-nanometer investment have more opportunities.

In addition, Micron Technology’s third-quarter results announced on Monday exceeded market expectations. The increase in memory demand may “promote the DRAM business growth cycle to be more durable”, which will benefit the company in 2022. Therefore, the analyst also gave the stock a “buy” Into the" rating.

Article excerpted from the US Stock Research Agency