Broadcom is another winner to watch in the AI supply chain, designing custom AI chips for major tech companies.
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Why Memory Chips Are the New AI Winners (and How Indians Can Invest) | Wright Research
Sep 20, 2026
The AI chip sector is experiencing a historic boom, with global chip sales projected to reach $2 trillion next year. While Nvidia has been a major player, the focus is shifting towards memory chips due to high demand and limited supply, leading to significant margin expansion for companies like Micron. Other beneficiaries include custom AI chip designers like Broadcom and chip equipment makers. However, the sector is prone to boom-and-bust cycles, currency fluctuations, and geopolitical risks. Indian investors can access this sector through international funds or US stock platforms, with Micron's upcoming results being a key indicator for the memory boom's continuation. The creator advises gradual investment and diversification, cautioning against allocating the entire portfolio to this volatile sector.
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Nvidia remains an enormous player in the AI chip market, but the center of gravity is shifting towards memory chips.
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