Most investors know AI needs more chips.
But there’s a hidden problem behind that demand:
those chips are getting harder to manufacture.
AI chips are becoming more advanced, more expensive, and more complex.
That means chipmakers cannot just focus on producing more.
They need to produce better chips with fewer defects.
That is where yield becomes important.
In simple terms, yield measures how many usable chips come out of the manufacturing process.
The higher the complexity, the harder that gets.
This is why areas like inspection, metrology, process control, advanced packaging, and yield management are becoming more important inside the AI infrastructure trade.
The big idea:
AI is not just creating demand for chips.
It is creating demand for the equipment needed to manufacture those chips at scale.
That is one reason we’re watching the semiconductor equipment layer closely inside Momentum.
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Disclaimer: Momentum is for educational and research purposes only. Nothing in this email is financial advice, a buy/sell recommendation, or a trade alert.
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— Jordan
Disclaimer: Momentum is for educational and research purposes only. Nothing in this email is financial advice, a buy/sell recommendation, or a trade alert. Please do your own research before making any investment decisions.