Large U.S. tech firms like $NVIDIA(NVDA.US)$, $Microsoft(MSFT.US)$, and $Alphabet-A(GOOGL.US)$ have gained from the AI market hype over the past year. However, more companies in the global AI supply chain are also poised to benefit.
Check out these companies in the AI semiconductor value chain:
According to a BofA note, there has been a surge in the AI market with diverse AI solutions emerging since mid-2023. $Taiwan Semiconductor(TSM.US)$ plays a c...