Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom

The AI-driven semiconductor boom is accelerating as hyperscalers and AI-focused companies keep investing to meet demand and fill large backlogs. Omdia estimates global semiconductor revenue could rise 94% in 2026, with computing and data storage chips generating just under $1 trillion this year. AMD projects the market for high-performance and AI computing chips could reach $2 trillion by 2030. The article points to AMD and Nvidia as current beneficiaries, citing AMD’s Q2 results: revenue up 50% to $11.5 billion, non-GAAP earnings up 246% to $1.66 per share, and data center revenue up 107% year over year to drive momentum.