If demand materializes in accordance with sell-side estimates for the next few years, only a few of these AI-Semiconductor names are expensive (notably the design software ones, $Cadence Design Systems(CDNS.US)$ and $Synopsys(SNPS.US)$ ).
$Super Micro Computer(SMCI.US)$ $NVIDIA(NVDA.US)$ $Broadcom(AVGO.US)$ $Advanced Micro Devices(AMD.US)$ $Intel(INTC.US)$ $Arm Holdings(ARM.US)$ $Marvell Technology(MRVL.US)$ $Dell Technologies(DELL.US)$