India, Nov. 24 -- AI has put hyperscalers and GPU innovators on everyone's radar this year; their CEOs are touting next-gen computing and all the opportunities that come with it.

The hype is well-founded, but it's obscuring the day-to-day needs of manufacturers seeking CPUs, ASICs, analog and memory chips, and other workhorse technologies needed to build and keep their equipment running.

The sophisticated, multi-million-dollar equipment manufactured for the military/aerospace, industrial, medical, and other sectors need reliable access to parts for production, as well as repairs and refurbishment. The semiconductors on board can number in the thousands, driving complex systems whose precision and functionality rest squarely on their per...