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Chipmaker's stock got a solid bump after analysts upgraded their rating. The main catalyst? Strong demand for AI-powered data centers keeping enterprise clients hungry for more compute capacity. Plus, there's real momentum building in their manufacturing operations. What caught traders' attention is the combination—you've got rising demand on one side and actual execution progress on the other. For the crypto and Web3 crowd, this matters because robust data center infrastructure and chip advancement directly impact everything from node operation costs to GPU availability for validation networks. When semiconductors and manufacturing get more efficient, the entire computational foundation supporting blockchain ecosystems benefits.