Motley Fool published a look at AI infrastructure stocks, specifically focused on manufacturing and memory rather than just GPU designers. Taiwan Semiconductor (TSM): Dominates 70% of advanced chip manufacturing. Q4 sales rose 26% to $33.7B. Management is guiding for 30% revenue growth in 2026. Currently trading at 35x earnings. Micron (MU): Seeing a spike in memory demand from data centers. Q1 sales were up 57% to $13.6B. CEO indicated supply will likely stay short of demand for a while. They plan to spend $200B on new factories over the next few years. Trading at 39x earnings.