SK Hynix's planned Nasdaq debut at a roughly $1t market cap, its US$29b ADR raise, and heavy spending on high bandwidth memory for AI have refocused attention on AI hardware suppliers. Three stocks from an AI Hardware Suppliers screener are closely exposed to these drivers. Monolithic Power Systems (MPWR), with a market cap of US$62.5b, generates US$3.0b in revenue from power management chips for AI servers and high bandwidth memory systems, with China contributing about US$1.6b, Taiwan US$615.4m, South Korea US$270.2m, and Southeast Asia US$156.2m. The company shows strong revenue and earnings but trades on a very high P/E and has seen insider selling, with management flagging historic boom and bust risk around memory and notebook demand. SiTime (SITM), with a market cap of US$15.6b, generates about US$379.9m in revenue from silicon timing systems for AI systems and data centers, and is tightly linked to the same AI hardware build out driving SK Hynix’s HBM.