Missed The AI Mania Surge? Here's A Few Options Still Worth Considering
Taiwan has a surprising number companies critical to the AI hardware supply chain
If you haven’t been an investor in the likes of NVIDIA, AMD, Micron etc all along, now is probably not the best time to get on board. However, there might still be some opportunities among the lesser known names within the Taiwan semiconductor ecosystem. You can take your pick between two fabless design companies who are each partnering with leading US hyperscalers to develop custom AI processors. Or you can go back to basics and look at the three leading suppliers of specialised laminate for server boards. Finally, there’s the company that leads the market for Baseband Management Controller chips for servers, and they’re already seeing a surge in demand this year- driven by AI servers. Thanks as always for reading!
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