By Simply Wall St
Publication Date: 2026-09-30 21:31:00
Bond yields just hit a 24 year high as investors reassess how much they are willing to pay for future cash flows, yet spending on artificial intelligence infrastructure continues to surge. That mix can punish many assets while rewarding the companies supplying the chips, designs and tools that power AI. This article walks through three stocks from our semiconductor supply chain screener that align with that theme.
The three stocks covered below are just a sample of the idea, with the full screen surfacing 38 more semiconductor supply chain companies with equally compelling stories that are not covered in this article. To identify and analyze your own highest conviction angles on the AI hardware build out, head straight to the Semiconductor Supply Chain screener.
Broadcom (AVGO)
Overview: Broadcom is a diversified digital infrastructure company whose semiconductor solutions power AI data center networking, custom accelerators, and enterprise connectivity.
Operations: Broadcom…
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