Everyone is talking about NVIDIA and they're clearly the center of the trend surrounding AI. Yet, the semiconductor industry is huge with many ways to invest in the growth of AI. Let's take a look at some 'hidden' stocks that investors need to watch in the space.
Year-over-year growth bottomed at -34% in the first quarter last year and was -26% in the third quarter. Yet, BE Semi is now bouncing back with sales up 10% year-over-year last quarter, but profits were still down about 2% year-over-year.
One important aspect of AI is that it puts entirely new demands on chip packaging. For example, when chips like NVIDIA's new B200 are made, they need to be packaged in very complex ways. That means stacks of memory on top of the B200 chip, that are directly connected by microscopic wires.
Complex packaging is important because BE Semiconductor is a leader in advanced packaging along with die attach and plating & cleaning. All areas that historically haven't attracted a lot of attention.
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