Artificial intelligence (AI) has gained popularity among related stocks, the most representative of which is Nvidia. However, investors remain enthusiastic and are actively searching for more “treasures” in this field.
According to the “Artificial Intelligence Semiconductor Value Chain” compiled by SPEAR, it is mainly divided into internal servers and external servers, and there are many companies that are silently taking off.
As can be seen from the image above, the inside of the server includes chip design and IP, components, manufacturer, etc. Among them, chip design and IP include$Arm Holdings (ARM.US)$,$NVIDIA (NVDA.US)$,$Advanced Micro Devices (AMD.US)$,$Intel (INTC.US)$Other widely known semiconductor companies.
HBM includes the recent strong rise$Micron Technology (MU.US)$Major players such as SK Hynix, and Samsung. Goldman Sachs said earlier,
Including SK Hynix,$Samsung Electronics Co., Ltd. (SSNLF.US)$All major DRAM vendors, including Micron, will benefit from strong growth in the HBM market and tight supply and demand relationships, as this has led to HBM's continued significant pricing premiums and may increase each company's overall DRAM profit margin.
It is worth noting that not only the server industry, other manufacturers such as cooling and power supply also have opportunities to take advantage of AI business opportunities. In fact, some companies are already working secretly. Among them,
Nvidia's exclusive liquid cooling supplier$Vertiv Holdings (VRT.US)$The stock price has risen nearly 500% since 2023; the one that provides power management solutions$Eaton (ETN.US)$It has risen more than 30% this year, and its share price has doubled since last year; provider of electrical connectivity and protection solutions$nVent Electric (NVT.US)$The cumulative increase during the year was about 28%, and the stock price reached a record high.
America's established giants$General Electric (GE.US)$, Innovator of global temperature control systems$Trane Technologies (TT.US)$, global supplier of HVAC and refrigeration equipment$Carrier Global (CARR.US)$, international electrical giants$Emerson Electric (EMR.US)$The cumulative increase since last year has exceeded 176%, 81%, 42%, and 21%, respectively.
Cow friends,
Under the AI wave,
Which company is poised to be the “next Nvidia”?
Welcome to leave your thoughts in the comments area~
Editor/Somer