The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AEHR $ICHR
$BE $VIAV $LITE $MRVL
$FORM $WDC $SIVEF
This isn’t just a GPU story anymore…
It’s about everything behind AI infrastructure:
• Optical connectivity
• Semiconductor materials
• Testing & packaging
• Data + storage
The message is clear:
AI demand is pulling the entire ecosystem higher
Follow the supply chain — that’s where the next winners are emerging
