Forget Nvidia: Kerrisdale Says This Under-The-Radar AI Stock Could Rally 100% Or More - Benzinga

This article examines the growing investment attention in AI-related stocks amid rapid technological advancement in artificial intelligence. While major players like NVIDIA dominate market focus, Kerr... Read original →

The 'under-the-radar AI chip stock' flagged by Kerrisdale holds doubling potential primarily due to its early-mover edge in chiplet-based heterogeneous integration and advanced packaging—critical responses to Moore’s Law deceleration. This shift empowers upstream EDA and IP vendors with greater pricing leverage while pushing cloud providers toward custom ASICs to reduce reliance on NVIDIA’s general-purpose GPUs. However, escalating U.S. export controls have already forced supply chain reconfigurations, raising operational costs by 15–20%. Should TSMC (Taiwan, China) further ration CoWoS capacity, second-tier players risk delivery bottlenecks. In response, AMD and Intel are likely to pursue cross-licensing deals or joint ventures to secure advanced packaging footholds. Over the next 18 months, the AI chip race will pivot from raw performance to a dual focus on energy efficiency and supply chain resilience—favoring firms with localized manufacturing or deep ties to SMIC, which may command a geopolitical risk premium.