Vertiv Holdings $VRT (+2,2%) and ASM International $ASM (+2,53%) are two companies gaining attention for their roles in critical industries. Vertiv focuses on data center infrastructure, capitalizing on trends like cloud computing and edge computing. Its steady growth reflects increasing global demand for reliable IT infrastructure.
ASM International, a leader in semiconductor equipment, benefits from the booming chip industry driven by AI, 5G, and IoT. Its strong market position and R&D focus make it a key player in the semiconductor value chain.
Both firms align with transformative global trends. Which one fits your portfolio depends on your focus: data center growth (Vertiv) or semiconductor innovation (ASM). I believe they both have a great potential to ride the AI wave
