The Second Wave of AI Infrastructure – Where the Future Winners Are Positioning Themselves Now!
Reading Time: 3 minutes
After the initial euphoria surrounding chatbots and graphics cards, 2026 marks the beginning of the second phase of the AI boom: the industrial expansion of infrastructure. While storage chips lay the foundation, the "nervous system” of the AI economy now takes center stage – manufacturers of production technology, connection systems, and data center architecture. The winners of the production line: In semiconductor manufacturing, the supply sector is experiencing a renaissance. Ichor Holdings is evolving from an inconspicuous parts...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
