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Investors Who Have Been Following AI Chips and Memory Chips May Be Forgetting About the Vital Industry That Enables Both of Them

Pay attention to these overlooked businesses.

Investors Who Have Been Following AI Chips and Memory Chips May Be Forgetting About the Vital Industry That Enables Both of Them

Published September 11, 2026 · Category: Finance

Overview

AI chips and memory chips have been two of the hottest AI sectors, but focusing exclusively on chips may cause investors to miss out on another big opportunity in the artificial intelligence (AI) industry.

While tech giants continue to line up and pay higher prices for these chips, chipmakers need specialized semiconductor equipment to meet demand. Without this equipment, it is impossible to create the same chips that are in such high demand.

Details

Some semiconductor equipment companies have been outperforming chipmakers this year thanks to rising demand and limited focus on individual stocks. These are some of the top semiconductor equipment makers that are the bedrock for the entire chip industry.

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Source

Originally published at www.fool.com.

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