The AI Inference Boom!

ShayBoloor
04-12 15:30

The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:

• AI Silicon: $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$, $Intel(INTC)$

• Foundry & Packaging: $Taiwan Semiconductor Manufacturing(TSM)$, $Amkor Technology(AMKR)$, $GLOBALFOUNDRIES Inc.(GFS)$

• Memory & Storage: $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$, $Western Digital(WDC)$, $Seagate Technology PLC(STX)$

• Cloud Platforms: $Amazon.com(AMZN)$, $Alphabet(GOOGL)$, $Microsoft(MSFT)$, $Alibaba(BABA)$

• Power & Analog: $Texas Instruments(TXN)$, $Analog Devices(ADI)$, $NXP Semiconductors NV(NXPI)$, $STMicroelectronics NV(STM)$, $Monolithic Power(MPWR)$

• Optical Network: $Lumentum(LITE)$, $COHERENT(COHR)$, $Applied Optoelectronics(AAOI)$, $Tower Semiconductor(TSEM)$, $Corning(GLW)$, $Marvell Technology(MRVL)$, $AXT Inc(AXTI)$

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.

Click to access the activity

Other helpful links:

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
9