Just checked the year-to-date performance on some semiconductor plays and noticed something interesting. While the broader Computer and Technology sector is actually lagging pretty hard with a -2.4% return, Lattice Semiconductor (LSCC) has managed to gain around 24.5% so far this year. That's a solid outperform.

What caught my eye is that LSCC just got a Zacks Rank of #2 (Buy), and analyst estimates for full-year earnings have been revised up 11.2% over the past three months. That kind of upward revision usually signals improving confidence from the Street.

Another name worth watching in the same space is Entegris (ENTG), which is up 53.1% year-to-date and also carries a #2 Buy rating. Both stocks are in the Electronics - Semiconductors industry, which has only gained about 1.5% as a group, so these two are clearly beating their peers.

Looking at the bigger picture, the Computer and Technology sector ranks #5 overall, so it's not the strongest area right now. But if you're hunting for outperformers in tech, LSCC and ENTG seem to be the ones making moves. Worth keeping on the radar if you're building a tech position.