As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win
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As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win The Motley Fool
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win The Motley Fool
Source: The Motley Fool
Semiconductors
How solid the semiconductors case looks
12 out of 100
“As Big Tech Designs Its Own AI Chips, the Companies Behind the Scenes Win” scores 12 out of 100. The score uses 1 sources.