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- TrismTrism
  ·02-27
  Great article, would you like to share it?
  The AI Supply Chain
  @Market_Chart：
  The AI Supply Chain Artificial intelligence is no longer just about models and software — it is an industrial build-out spanning chips, optics, power, storage, testing, cooling, and global infrastructure. From foundries and equipment makers to optical networking, advanced materials, power management, and data center infrastructure, the AI supply chain is a deeply interconnected ecosystem. AI is not a single stock story — it is a multi-layer capital cycle reshaping the entire hardware economy. $Ichor Holdings Ltd.(ICHR)$ $SanDisk Corp.(SNDK)$ $Syntec Optics Holdings, Inc.(OPTX)$ $AXT Inc(AXTI)$
  The AI Supply Chain
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