TER - KLAC and LRCX top while AMKR and OLED bottom Citi Analyst's semiconductor rankings

KLA ([[KLAC]] +1.7%) and Lam Research ([[LRCX]] +1.1%) tops Citi analyst Atif Malik's semiconductor equipment and specialty semiconductor stock rankings.Take a look at KLA's sector-relative growth here.Marvel ([[MRVL]] +0.3%) ranked third on multiple expansion potential from 5G and cloud data center growth, while KLAC and LRCX were picked on front-end 5G equipment.Nvidia ([[NVDA]] +3.6%), Teradyne ([[TER]] +1.9%), Silicon Labs ([[SLAB]] +1.4%), Ranbus ([[RMBS]] -0.3%), MagnaChip ([[MX]] +2.6%), Qorvo ([[QRVO]] +1.0%), Skyworks Solution ([[SWKS]] +2.2%) are next on his list, while Universal Display ([[OLED]] +1.3%) and Amkor Technology ([[AMKR]] -0.0%) make to the bottom.Comparative valuation for KLAC, LRCX, TER, NVDA, and AMKR, and OLED here.Malik expects slow recovery in consumer-led TV OLED and a 'rich' valuation for universal display.The analyst expects gross margin contraction risk for AMKR on growing competition in China's outsourced semiconductor assembly and test market.AMKR's gross margin is seen shrinking over the years.

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KLAC and LRCX top, while AMKR and OLED bottom Citi Analyst's semiconductor rankings