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Beyond AI Data Centers: The Next Big Chip Stock Growth Driver
The CapEx holiday of the 2010s is officially over. After a decade of stagnant infrastructure investment, we’ve hit an inflection point with US manufacturing finally pulling out of a three-year slump. In January 2026, the PMI moved above 50%, signaling that customer orders are finally outpacing production—a leading indicator that the broader economy is heating up.<br>In this video, we move past the headlines to see which companies are actually bucking the trend of normal seasonality. From diversified IDMs like Microchip and TI seeing sequential increases to fabless leaders like Monolithic…
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