Jensen Huang's sudden exit from Nvidia has rattled the AI hardware story and thrown a spotlight on the quieter giants that actually build and supply the chips behind it. When a single leadership change can shake confidence in such a critical piece of infrastructure, attention often shifts to where the manufacturing and tooling power really sits. This article unpacks three global semiconductor foundry and chip supply stocks that could see fresh interest from investors trying to reassess where the long term leverage in the AI build out might lie.
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