---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42311791.md"
description: "It feels like the wave of AI, after shifting from tech giants to hardware, is now increasingly turning to more upstream materials and manufacturing. $Applied Materials(AMAT.US)$Lam Research(LRCX.US)"
datetime: "2026-06-30T10:19:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42311791.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42311791.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42311791.md)
author: "[dahuang707](https://longbridge.com/en/profiles/12207213.md)"
---

# It feels like the wave of AI, after shifting from …


### Related Stocks

- [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)