EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says - Yahoo Finance

Following the initial wave of the AI boom, NVIDIA and SK Hynix emerged as Wall Street's biggest winners. However, as AI infrastructure investment expands, the next growth opportunities may lie deeper ... Read original →

The AI wave has entered a deeper phase, with the semiconductor supply chain shifting from core computing units to foundational infrastructure. NVIDIA and SK Hynix’s dominance is just the beginning; the real growth lies in networking chips and custom silicon. Broadcom and Marvell are gaining traction through high-speed interconnects and tailored chip designs, essential for scaling AI clusters. TSMC, as a key supplier to major chip designers, benefits from the broader AI silicon expansion. With geopolitical tensions escalating supply chain fragmentation, companies must prepare for localized production strategies between Taiwan, China and the U.S. If U.S. export controls tighten further, domestic alternatives will accelerate, pushing firms toward self-reliant architectures. Over the next 12–24 months, investment will pivot from GPUs to connectivity and power management—marking a critical inflection point in the AI infrastructure evolution.