Big shift in AI stock trade drives hunt for new stars in Asia

Investors are shifting focus in the AI stock trade from major players like OpenAI and Nvidia to smaller Asian firms such as MediaTek and Zhongji Innolight. This shift is driven by technological changes and bubble fears, with a new emphasis on cost-effective solutions and application-specific integrated circuits. Despite some cooling off, established leaders like TSMC and SK Hynix remain significant due to their advanced technologies and market shares. The AI investment landscape continues to evolve, with opportunities across the supply chain, particularly in Asia.