If demand materializes in accordance with sell-side estimates for the next few years, only a few of these AI-Semiconductor names are expensive (notably the design software ones, $Cadence Design Systems (CDNS.US)$ and $Synopsys (SNPS.US)$ ).
$Super Micro Computer (SMCI.US)$ $NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Arm Holdings (ARM.US)$ $Marvell Technology (MRVL.US)$ $Dell Technologies (DELL.US)$