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The artificial intelligence (AI) wave is taking the world by storm, revolutionizing everything from industries to daily life. As automation and intelligent technologies continue to surge, companies riding this trend are seeing explosive growth. And with investors keen to tap into the future of this game-changing technology, AI-powered companies are quickly taking center stage.
With AI demand soaring, Oppenheimer analyst Edward Yang sees huge potential in the “unglamorous” chip infrastructure companies powering the technological revolution. As compute demand doubles every six months, far outpacing hardware improvements, a critical shortage of advanced chips and the tools to make them has emerged. To meet this challenge, Yang advises investors to turn to wafer fabrication equipment makers, which are the backbone behind AI chip giants like Nvidia (NVDA) and Taiwan Semiconductor (TSM).
