AI Foundry Cycle

Broadcom leverages custom AI ASIC designs and networking solutions to capitalize on hyperscaler AI infrastructure buildout, with ASIC revenue poised to double.

GlobalFoundries is benefiting from semiconductor reshoring and diversification into silicon photonics as a specialty foundry.

Intel is at the center of the AI CPU replacement cycle, facing AMD competition but leveraging its manufacturing turnaround and foundry ambitions.

Marvell is a key enabler of AI data center networking and silicon photonics, benefiting from skyrocketing demand for high-speed interconnects in AI clusters.

QCOM leverages AI custom chips and smartphone edge AI to diversify beyond mobile modems.

TSMC is the critical enabler of AI silicon, benefiting from secular demand across GPUs and ASICs while exercising pricing power in advanced nodes.

受益于晶圆厂设备周期复苏和先进制程投资，公司半导体子系统业务强劲反弹。

AI server and datacenter demand drives memory supercycle; Samsung is the dominant NAND/DRAM supplier with foundry and on-device AI optionality.

AI 驱动的特种代工需求激增，聚焦模拟、RF和硅光子，成为 AI 瓶颈化解的关键受益者。