Key Points The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy clip. 10 stocks we like better than Lam Research › The semiconductor industry witnessed another year of solid growth in 2025, with sales rising by 22.5% to just over $772 billion, according to World Semiconductor Trade Statistics (WSTS). The good news is that the industry is poised for stro ...