Nvidia Manufacturing AI Technology Supply Chain SK Hynix Samsung Electronics Chip Manufacturing AI Research Apple Products Market Impact Chipmakers Quantum Computing Intel Corporation Software Intel AI Chips Chinese Technology Development Rare Earth Elements US-China Relations Acquisitions Chip Stocks Artificial Intelligence Chip Companies Micron Technology U.S. Semiconductor Companies AI Infrastructure
New coverage weighs VGT’s low-cost access to AI leaders against near-term risk from outsized stakes in Nvidia, Apple, Microsoft.