Piper Sandler Just Named Its Top Chip Picks for 2030. Here Is the Full List

TLDR

• Piper Sandler initiated coverage of five chip stocks with Overweight ratings: Nvidia, Broadcom, AMD, Marvell, and Arm Holdings
• Analyst David O’Connor sees the AI compute market hitting $2.2 trillion by 2030
• Nvidia received a $300 price target, cited as holding 80% market share in AI compute
• AMD got the highest price target at $600, with earnings forecast to grow at a 65% compound annual rate through 2030
• Marvell’s $120 billion Google agreement was called “transformative” by the analyst

Piper Sandler launched coverage of the AI chip sector on Thursday, picking five semiconductor stocks it expects to benefit from rising demand for AI computing power.

Piper Sandler initiated $NVDA, $AVGO, $AMD, $MRVL and $ARM at Overweight, arguing that rising AI-compute demand positions all five chipmakers for growth despite supply constraints.https://t.co/afTCU9lB0W pic.twitter.com/yI7b0K7WwN

- Investing.com News (@newsinvesting) September 10, 2026

Analyst David O’Connor started all five stocks at Overweight. He projects the AI compute market will reach $2.2 trillion by 2030.

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