In the age of artificial intelligence, while everyone is focused on the performance of software companies, the hardware infrastructure that provides real growth and continuity is not on the radar of most investors. But AI is nothing without engineering solutions that process chips, carry memory, and control energy efficiency. Here are three strategic companies that make these systems possible: Micron Technology, Materiali applicati and Vishay Intertechnology.

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🧠 Micron Technology (MU): The Giant Who Writes the Memory of Artificial Intelligence

Micronprovides memory solutions to support the high processing capacities of artificial intelligence systems. High-bandwidth memories, in particular, such as the HBM3E and LPDDR5X, directly affect performance in all areas, from major language models to visual production systems.

• HBM3E: Eliminates bottlenecks during training and operation of AI models by providing 1.2 TB of data transfer per second.
• All HBM production capacity for 2025 has been pre-sold — demand is booming.
• Developed for Edge AI devices, LPDDR5X SOCAMM solutions offer a combination of low power consumption and high speed.

Micron is not just a memory manufacturer; it is the infrastructure provider that defines the speed at which AI reaches the data, and therefore the level of intelligence.

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🔬 Applied Materials (AMAT): The Invisible Master of Chip Manufacturing

Materiali applicatiis a leading engineering firm that develops physical equipment used in the production of AI chips. It plays a critical role at every stage, from the installation of chip factories to nanoscale lithography and plasma processing processes.

• Chip manufacturers such as Intel, TSMC, Samsung use the machines of this company.
• In Q2 2025, it generated $7.1 billion in revenue and a 49% gross profit margin.
• The next generation of AI chips makes it possible to produce smaller, faster and more efficient chips.

All the engineering background necessary for the physical production of processors to run AI algorithms is provided by this company.

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⚙️ Vishay Intertechnology (VSH): Endurance Armor of AI Systems

VishayProduces components that do not look like resistors, MOSFETs, capacitors, and sensors used in AI hardware but are vital. These components ensure the safe, efficient and sustainable operation of AI systems.

• SiC MOSFETs improve energy efficiency in servers, reduce heat generation.
• High-temperature resistant industrial capacitors and inductors enable AI infrastructure to operate 24/7.
• Thanks to advanced sensor solutions, signal accuracy and stability are ensured in AI systems.

Without Vishay's components, neither data centers can operate securely, nor can AI chips be efficiently managed. It is the cornerstone of system stability.

📌 Artificial Intelligence Without Hardware Is Just Theory

Micron, Applied Materials and Vishay are companies that are “invisible but indispensable” in the age of artificial intelligence. Software companies may attract media attention, but those companies manage the processors that software handles, the memory that runs them, and the electronics of that system. The sustainability and scalability of AI depends on these infrastructure giants.

✅ Take Action

Take a closer look at these companies to assess the opportunities offered by artificial intelligence technologies. Their innovative solutions and growth potential in their industry can be important for diversifying your investment portfolio.
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🛑 Disclaimer
This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors

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