By Bailey Pemberton
Publication Date: 2026-11-14 22:09:00
Jensen Huang’s sudden exit from Nvidia has rattled the AI hardware story and thrown a spotlight on the quieter giants that actually build and supply the chips behind it. When a single leadership change can shake confidence in such a critical piece of infrastructure, attention often shifts to where the manufacturing and tooling power really sits. This article unpacks three global semiconductor foundry and chip supply stocks that could see fresh interest from investors trying to reassess where the long term leverage in the AI build out might lie.
The three stocks below are just a small sample, and the full screen surfaced 32 more global semiconductor foundries and chip manufacturing suppliers with equally compelling narratives that are not covered here. To identify and analyze the highest conviction plays in this space, head straight into the Global semiconductor foundries and critical chip manufacturing suppliers screener.
Overview: Nanya Technology is a global DRAM specialist supplying memory chips and modules for AI related servers, consumer electronics, mobile devices, industry and cars.
Operations: Nanya Technology generates about NT$294.6b from its Manufacturing Division and NT$105.3b from its Overseas Sales Division, with smaller contributions and offsets elsewhere.
Market Cap: NT$1.30t
Nanya Technology is included in this screener because it is one of the more focused memory providers to AI compute…
