A note to remind myself that in future tech build outs, do some research at the start who the big suppliers are. Seems completely obvious now but I totally didn't think to figure out who would be supplying the materials and core components for the current data centre boom we are seing as a result of the AI industry build out. Several Japanese engineering companies have been ripping, between 30% to 500% added to their value.
The companies mentioned are:
- Advantest Corp [OTCMKTS: ATEYY]
- Tokyo Electron [TYO: 8035]
- Softbank Corp [TYO: 9984]
- Fujikura [TYO: 5803]
- Mitsui Kinzoku Co Ltd [TYO: 5706]
- JX Advanced Metals Corp [TYO: 5016]