3 Semiconductor Stocks to Buy Before the Next AI Earnings Wave in August - 24/7 Wall St.

As the artificial intelligence (AI) wave continues to intensify, the semiconductor industry is entering a new phase of growth. In August and September 2026, three leading AI infrastructure semiconduct... Read original →

The explosive growth in AI infrastructure demand is reshaping the semiconductor supply chain. NVIDIA's dominance in data center computing drives the evolution of XPU architectures, boosting demand for upstream custom chips and optical modules. Broadcom accelerates AI connectivity chip development through strategic acquisitions, strengthening its position in high-speed Ethernet and optics. Marvell, with strong bookings and a clear roadmap, targets edge AI computing with low-power, high-performance chips. Geopolitical tensions, especially around Taiwan, China, and U.S. export controls, are increasing compliance costs and supply chain risks. Competitors like AMD and Intel are accelerating chip iterations to capture market share. Over the next 12 to 24 months, capital expenditure in AI data centers will rise, with custom chips becoming mainstream and edge AI computing gaining traction as a new growth engine.