Semiconductors are the unexciting foundations of our digital lives, but one expert has found cause to get enthusiastic about the sector.

Pitt Street Research managing director Marc Kennis says there are three areas that a handful of ASX companies are dealing in which are, in fact, fairly interesting: new chips that will be perfect for autonomous vehicles, cutting edge storage tech, and a chip that can mimic bodily functions.

Weebit Nano (ASX:WBT) and 4DS Memory (ASX:4DS) are working on that storage tech, Brainchip (ASX:BRN) is doing the chip with potential for autonomous cars, and Sensera (ASX:SZE1) has a side business in the US working on those bodily functions.

Another, Bluechiip (ASX:BCT), makes chips that can withstand severe temperatures in order to track, for example, medical samples that need to be kept in freezers.

These are still early stage technologies however and those making money are only generating small revenues for the businesses that own them so far.

There are also plays on the chip theme.

Pivotal (ASX:PVS) makes gas flow controllers and listed in July last year. The Silicon Valley company’s stock surged 40 per cent on day one.

Revasum (ASX:RVS) makes CMP and grinding equipment for the semiconductor industry, but unlike Pivotal faced a first day 5 per cent dip.

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