---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42419083.md"
description: "The AI computing power shortage first ignited the chip design sector. Names like $OMNIVISION(00501.HK), $Monolithic Power(MPWR.US), $Silicon Motion Tech(SIMO.US), $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US), and $BLACK SESAME(02533.HK) are frequently mentioned together recently. Both chip sellers and storage vendors want to ride the wave."
datetime: "2026-07-03T10:41:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419083.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419083.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419083.md)
author: "[rrrrrr](https://longbridge.com/en/profiles/23791947.md)"
---

# The AI computing power shortage first ignited the …


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