SemiAnalysis(@SemiAnalysis_):One of the most underappreciated ways to play the AI semiconductor buildout may be through materials rather than chips themselves. As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible. (1/6)🧵

2026.06.29 17:01

One of the most underappreciated ways to play the AI semiconductor buildout may be through materials rather than chips themselves. As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible. (1/6)🧵