Jul 3 at 05:41 AM
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.

Silicon Motion Tech
USSIMO

KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM
USKXIAY

BLACK SESAME
HK02533

OMNIVISION
HK00501
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