Nicholas Rossolillo

Key Points Texas Instruments landed itself in the crosshairs of an activist investor, Elliott Management. The chipmaker has plans to spend aggressively (perhaps too much so) on new manufacturing facilities. If Texas Instruments dials back its spending a bit, shareholders might be a lot happier in the years ahead.

Key Points Onto Innovation is a little-known player in semiconductor manufacturing equipment. The company is making great financial strides along with the AI movement. Shares may not be cheap, but they could be reasonable given growth expectations even after a big run-up. Motley Fool Issues Rare “All In” Buy Alert

When it comes to the manufacturing of advanced semiconductors used in artificial intelligence (AI) systems, there is a little-known segment of the industry that plays the role of gatekeeper: metrology equipment.

Key Points Broadcom's AI chip and software empire is propelling it to new highs once again this year. The company isn't going to be the fastest-growing chip company around, but it makes up for that in ample profitability. Shares might still be reasonable if making a few assumptions about the profit trajectory over the next year. Motley Fool Issues Rare “All In” Buy Alert

Key Points Celsius stock was hit hard by worries over distribution with partner PepsiCo and a slowing energy drink market. Shares still aren't cheap, but expectations have been reset to more reasonable levels. Investors should treat this high-growth brand with cautious optimism. Motley Fool Issues Rare “All In” Buy Alert

Key Points Marvell notched a healthy rebound in 2023, but shares have stalled. AI chips haven't been enough to offset the downturn elsewhere in the business. Marvell might be about to get a lot more profitable later this year, but it's too soon to tell. Motley Fool Issues Rare “All In” Buy Alert

After a solid rally in 2023 and a hot start to 2024, shares of chip designer Marvell Technology Group (NASDAQ: MRVL) have failed to participate in the artificial intelligence (AI) chip stock surge this year.

Key Points Monolithic Power has been a long-time market-beating investment. Its business model has helped it excel, and the rise in data centers' power needs has been a quick add-on to Monolithic's leading power chip portfolio. Shares aren't cheap, but that's been the case for a long time. Motley Fool Issues Rare “All In” Buy Alert

Key Points Micron has indicated it will enjoy significant revenue growth through the end of 2025. AI demand appears to be sky-high for the next year-and-a-half. Eventually, there will be another cyclical downturn that strikes, but for now the industry is in all-out growth mode. Motley Fool Issues Rare “All In” Buy Alert

Key Points Amazon is investing billions in new AI infrastructure, boosting its competitive edge. Investing in Alphabet is a smart choice if you're seeking sustainable AI innovation at an affordable share price. Intel looks radically undervalued on the threshold of a new era in chip manufacturing. Motley Fool Issues Rare “All In” Buy Alert