Semiconductors

While it doesn’t get much attention in the media, this under-the-radar chipmaker is poised to become one of the biggest winners from today’s parallel-computing revolution – and it’s a company Nvidia greatly relies on.

This promising producer of next-generation digital and power devices caught the eye of an activist investor who is pushing hard to get the company to turn the billions it invested in new plants into exponential revenue growth.

The two companies whose stories we tell this week will continue to dominate the global semiconductor supply chain for years to come – and are the two best ideas to capitalize on today’s parallel-processing revolution.