Published: Jan. 31, 2026 at 8:30 a.m. ET
Investors looking for ways to play the artificial-intelligence boom beyond high-profile semiconductor stocks could find opportunities among materials providers.
Companies like Entegris ENTG and Qnity Electronics Q — which make things ranging from specialty chemicals to wafer transport equipment that are required for chip manufacturing — have a few big factors working in their favor. For one, a recovery in analog chips is coinciding with accelerating demand for logic and memory chips that are enabling the deployment of AI. Also, their stocks haven’t seen the same level of price appreciation as chip stocks that have become household names.