Hidden material suppliers poised to ride the AI chip surge

Investors seeking exposure to the AI chip boom beyond the marquee names can consider materials suppliers like Entegris and Qnity Electronics, which provide essential manufacturing inputs (CMP pads, slurry, TIMs, laminates) for chip production. As analog-chip recovery coincides with AI-driven demand for memory and processing, these companies’ materials and packaging offerings stand to benefit, supported by industry commentary on co-development with leading foundries and a growing memory supercycle—though the sector remains cyclical and faces longer‑term competitive and geopolitical risks.