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AI Chips Can’t Exist Without These 2 Underrated Tech Giants

Investing.com Logo Investing.com By Jeffrey Neal Johnson
AI Chips Can’t Exist Without These 2 Underrated Tech Giants

The article highlights Applied Materials and Lam Research as critical infrastructure providers for AI chip manufacturing, explaining their essential role in creating advanced semiconductor technologies despite geopolitical challenges.

Insights
AMAT   positive

Strong financial performance, consistent service revenue, significant shareholder returns ($6.3B in dividends/buybacks), and critical technological capabilities in advanced chip manufacturing