I'm Carl Kintanilla. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern.

Listen in. Good Wednesday morning. Welcome to Tech Check. I'm Carl Kintanilla with John Fort and Julia Borsden. Deirdre has the morning off, but we're actually going to see her in a second. Today, a chip off the old block. The streets says expect continued outperformance for semis in 2022. After a 5% dip this past week

is now the time to buy. Then best week ever. That's what Uber CEO, Dara Cosmosha, he told our next

guest when they spoke yesterday. Lloyd Walmsley joins us with his top internet picks. Plus,

comply or goodbye. Google tells employees they'll eventually be fired. If they don't get vaccinated, the C&BC reporter behind that scoop is going to join us this hour, John.

We got the day off. We still have to check in. What's going on here? Anyway, we'll start with some bollous sentiment for the chip sector. After more than a 35% rise this year, that's 10% better than the S&P's gain.

Chips hit a snag over the last week, so is now the time to find some winners within semis.

NVIDIA, Marvell, and Apply Materials making up three of the top four biggest gainers on the NDX this year,

and analysts predicting 2022 will bring more of the same.

This morning, Deutsche names Broadcom, Qualcomm, and On Semi, top picks,

saying these names are steady performers, somewhat independent of market dynamics.

Morgan Stanley also likes Qualcomm, naming it their top U.S. semi-stock going into next year,

pointing to the opportunities in 5G.

And then Evercore, going in a different direction, highlighting Marvell, Micron, and

Nvidia, predicting sales for the chip sector are going to rise by 13% year over year.

Julia, we in particular have had Qualcomm and Marvell on Tech Check recently highlighting these

opportunities not just in 5G, but in the

intelligent edge as more networking capability comes into not just the cloud, but devices like

cars on the ground, they see opportunities.

Yes, and we're increasingly going to be seeing more of these devices like cars be connected to the Internet of things.

And we're going to be talking about that more later in the hour.

But looking broadly at the chip sector, it's interesting looking at Morgan Stanley's report saying that the global semis industry appears to be approaching a plateau carl.

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