3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August

This article highlights three under-the-radar chip stocks that are poised to benefit from the ongoing AI infrastructure buildout. Navitas Semiconductor (NVTS) is noted for its pure-play exposure to 800V DC architecture in AI data centers, Alpha and Omega Semiconductor (AOSL) as a cost-effective option for AI/server power semiconductors, and Tower Semiconductor (TSEM) as a specialty foundry with significant silicon photonics contracts. The author suggests these companies offer diverse ways to invest in the deepening AI capital expenditure trend beyond the well-known megacaps.