For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production.
Then an MIT team cracked the code… dropping the cost from $63,000 to just 90 cents per gram.
Now, one US-based factory is gearing up to supply the AI, aerospace, and EV industries with the one material they can’t continue to grow without.
Only one company controls it, and its stock is still flying under Main Street’s radar.
See why demand could spike soon.
Chris Rowe
Small Cap, Big Potential: 3 Tech Disruptors You Should Know About
Written by Nathan Reiff. Published 8/22/2025.
Key Points
- With the Magnificent Seven performing roughly in line with the broader market, investors might consider lesser-known small tech companies.
- indie Semiconductor, ACM Research, and Arteris all occupy important niches in the semiconductor and foundry industries.
- All three companies have significant growth potential and support from analysts.
Though information technology has been among the top-performing sectors in 2025, the returns are uneven across the tech universe.
When many investors think of tech, they imagine the Magnificent Seven—the titans of the tech space, including Apple Inc. (NASDAQ: AAPL), Alphabet (NASDAQ: GOOG), and their peers. Yet, as a group, these mega-cap firms have performed roughly in line with the broader market year-to-date (YTD). For example, the Roundhill Magnificent Seven ETF (BATS: MAGS), which tracks these seven firms, has returned 9.6% versus 9.3% for the S&P 500 over the same period.
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For a fresh look at the tech space, consider much smaller disruptors like indie Semiconductor Inc. (NASDAQ: INDI), ACM Research Inc. (NASDAQ: ACMR), and Arteris Inc. (NASDAQ: AIP). Though only one of these companies has outperformed the Magnificent Seven YTD, all three offer substantial upside potential, solid analyst support, and far less investor attention.
indie Semiconductor: Quietly Leading the Automotive Chip Revolution
indie is a specialized semiconductor maker that caters specifically to the automotive industry. The sub-$1 billion market capitalization firm beat revenue expectations in the second quarter, delivering a non-GAAP gross margin of 49.1% despite a challenging environment for auto companies. Its advanced driver assistance system (ADAS) software and components stand out, and indie plans to scale production of its 77 GHz radar chipset later this year.
indie also excels in photonics with its LXM laser, a product poised to transform the increasingly popular LiDAR technology used in autonomous vehicles. The addressable market for LXM could reach $5 billion by 2030. Meanwhile, the company has been chipping away at quarterly losses, reducing operating expenses, and broadening its technological reach through the acquisition of Emotion3D to enter the perception software licensing space.
With strong intellectual property and solid relationships with original equipment manufacturers (OEMs), it's no surprise that five of the six analysts covering indie have assigned it a Buy rating. Though it remains unprofitable and therefore carries more risk, analysts see nearly 39% upside potential.
ACM Research: Chip-Equipment Innovator Anchored in China
ACM specializes in single-wafer wet cleaning equipment critical to the chipmaking space. Although based in the United States, an increasing share of its business comes from China, exposing the company to ongoing trade tensions—tensions it has navigated successfully so far. In its latest quarter, revenue climbed over 6% year-over-year to more than $215 million, driven by sales of its Ultra C WB wet bench tool.
China's semiconductor sector is growing rapidly, and ACM plans to launch multiple new platforms and tools over the coming quarters, with revenue impact expected by 2026. In its most recent earnings report, the company nearly doubled its long-term revenue forecast for its Chinese business to $2.5 billion.
ACMR shares are up almost 14% YTD, and with a consensus price target of $26.33, analysts anticipate further upside. Although coverage is limited, two of three analysts have issued a Buy rating.
Arteris: Powering the Backbone of AI Chips
Arteris develops on-chip interconnect fabric technology that plays a crucial yet often-overlooked role in many AI and related chips. While its business is high-margin and royalty-driven, the company has struggled with sustained losses, and a clear path to profitability is still emerging.
In its Q2 2025 earnings report, Arteris posted $16.5 million in revenue, beating expectations. Although it remains unprofitable—reporting a GAAP net loss of $9.13 million (22 cents per share)—key performance indicators like Annual Contract Value and Remaining Performance Obligations rose by double digits year-over-year, signaling solid forward momentum.
With a market cap under $400 million, Arteris has the potential to make an outsized impact on one of today's hottest industries. Its low debt levels and strong balance sheet further distinguish it. That may explain why all three analysts covering AIP have given it a Buy rating and collectively see shares climbing by nearly two-thirds.
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