Mobileye Global Inc. — AI supply-chain exposure

Mobileye, controlled by Intel, develops EyeQ systems-on-chip and camera-based perception software for driver assistance and autonomous driving. Its ASICs — chips purpose-built for a single task — process vision data in a vast fleet of vehicles, making it a core silicon-and-AI supplier to the autonomous-driving value chain rather than the datacenter one.

Its moat is the tight coupling of custom silicon with perception software refined over many years and enormous real-world mileage, giving automakers a ready-made system rather than a bare chip. The exposure is to the automotive cycle and to rivals building their own perception stacks in-house. The model places it in chips as an ASIC producer — a specialized edge-AI play, distinct from the training-cluster names that sit at the chain's gravitational centre.