15 Semiconductor Stocks Making Impressive Comeback From DeepSeek AI Dip

8. NXP Semiconductors N.V. (NASDAQ:NXPI) 

NXP Semiconductors N.V. is a semiconductor products provider. The company offers wireless connectivity solutions, application processors, communication processors, microcontrollers, and other products. It sells its products to contract manufacturers, original equipment manufacturers, and distributors. The stock is up 4.64% in the last 5 trading days against the S&P 500’s 1.13% gains.

NXP recently acquired Kirana, a company that makes neural processing units (NPUs) for $307 million. The all-cash deal is expected to close in the first half of this calendar year. According to the company, this acquisition will help the company better integrate its solutions to offer scalable AI platforms serving multiple industries.

Morgan Stanley last week commented on how the cyclical stock could soon take off as tailwinds align to put the cyclicality in the investors’ favor. MS analysts expect the company to improve its margins this year as the industry outlook improves:

With conviction that the [microcontroller unit] cycle is finally bottoming, we see NXPI as the best positioned within our US analog/MCU coverage given the idiosyncratic tailwinds (auto outperformance, GM% expansion).