
As earnings season picks up for semiconductor stocks, investors will want to assess which companies might be best positioned for a bump. Outside of the biggest players like NVIDIA Corp. (NASDAQ: NVDA) and TSMC (NYSE: TSM), the field is crowded with players across market capitalizations. Among the companies below the $1 trillion threshold, three stand out for stellar growth in recent years—ASML Holding N.V. (NASDAQ: ASML), Applied Materials Inc. (NASDAQ: AMAT), and Lam Research Corp. (NASDAQ: LRCX). A comparison of these firms may help investors determine which could be a standout in the new year.