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Applied Materials and Lam Research make equipment used to etch and deposit materials for memory chips, which are in demand for AI, The Information says. Its article argues that the companies may still offer investment opportunities after much of the AI chip sector’s share prices have surged.
Why it mattersThe useful signal is the link between AI demand and the machinery behind memory production. It is an investment view, not proof that either stock is a bargain.
Discuss: When AI chip demand rises, should investors look beyond the chip designers to the equipment makers supplying the factories?
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