Amphenol vs. Teradyne: Which AI Chip Stock Should You Buy Now?

2026-02-26 11:21:20

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This article compares Amphenol (APH) and Teradyne (TER) as investment options in the AI chip sector, highlighting their roles in the semiconductor ecosystem. While both companies are well-positioned for growth due to AI infrastructure expansion, Teradyne is presented as the stronger buy due to its direct leverage to AI chip complexity, stronger near-term earnings momentum, and higher AI revenue concentration, despite its premium valuation. Amphenol, though a key player in high-speed interconnect solutions, faces challenges like integration risks and cyclical softness, but maintains a compelling long-term growth runway.

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