Two Under-the-Radar Companies Tackling AI Bottlenecks with Dominant Market Share and Sky-High Operating Margins

Sunday, Mar 22, 2026 12:01 pm ET1min read
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AI chip makers Micron Technology and Fluence Energy have risen 262% and 111% respectively, making them challenging to buy into. However, smaller companies like JCU Corp, which dominates the copper sulfate plating industry for smartphones and tablets, and others are building essential components for first-wave firms. JCU Corp has a 70% global market share and is on track to earn 40% operating margins this year.

Two Under-the-Radar Companies Tackling AI Bottlenecks with Dominant Market Share and Sky-High Operating Margins

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