3 Under-the-Radar Chip Stocks With Massive Upside

The article is a bullish roundup of three chip-related stocks investors may be overlooking, positioning Nvidia (NVDA.OQ) as the AI market leader but highlighting Micron, Broadcom and Amazon as significant beneficiaries of the AI-driven chip boom. Micron (MU.OQ) is seeing a memory supply crunch that’s driving rapid revenue growth and soaring memory prices. Broadcom’s ASIC/custom AI business is growing quickly (106% YoY) and management projects the unit could become a $100 billion-plus business by 2027. Amazon (AMZN.OQ) is expanding its custom AI chips for AWS, with current-generation capacity sold out and future-generation capacity largely reserved, supporting strong AWS revenue. Overall the piece frames the trio as high-upside plays that capitalize on structural AI demand beyond Nvidia’s GPUs, implying positive market implications for semiconductor and cloud-service revenues.