3 AI Chip Stocks With Revenue Growth At Least 17%

What happened: A Simply Wall St article highlights three semiconductor supply chain stocks tied to AI hardware demand: Applied Materials (AMAT), Lam Research (LRCX) and Penguin Solutions (PENG), drawn from a screen of 12 additional companies. Key numbers: Applied Materials: about US$22.4b from Semiconductor Systems, US$7.2b from Applied Global Why it matters: The article frames product mix shifts at Applied Materials and spending shifts by memory makers at Lam Research as swing factors for margins and earnings, and questions Penguin Solutions' margins if AI project pricing shifts. Market: +5.1% today ($416.00), +55.1% YTD, 1.0x vol — as of 13:15 UTC Coverage: 3 outlets in 24h

A Simply Wall St article highlights three semiconductor supply chain stocks tied to AI hardware demand: Applied Materials (AMAT), Lam Research (LRCX) and Penguin Solutions (PENG), drawn from a screen of 12 additional companies.

The article frames product mix shifts at Applied Materials and spending shifts by memory makers at Lam Research as swing factors for margins and earnings, and questions Penguin Solutions' margins if AI project pricing shifts. Market: +5.1% today ($416.00), +55.1% YTD, 1.0x vol — as of 13:15 UTC