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Taiwan chip stocks climb after Nvidia announces $150 billion spending plans - CNBC

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www.cnbc.com 2026-05-27 CNBC

Nvidia is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth. Taiwan’s Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea’s SK Hynix and U.S.-based Micron became the latest chip-related companies to

NVIDIA TSMC Artificial Intelligence Semiconductor Investment Taiwan Chip Industry AI Infrastructure Chip Manufacturing Market Capitalization

SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks - CNBC

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www.cnbc.com 2026-05-27 CNBC

Shares of SK Hynix jumped more than 11% on Wednesday, lifting the South Korean chipmaker’s market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks. The rally extended a blistering run that has already seen SK Hynix shares skyrocket about 250% since the start of the year, fueled by surging demand for high-bandwidth memory chip

SK Hynix AI chips Semiconductor industry Market capitalization High-bandwidth memory Chip supply chain South Korean semiconductors NVIDIA partnership

Morningstar's William Kerwin shares his bear case for Micron and memory chip stocks - CNBC

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www.cnbc.com 2026-05-27 CNBC

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Micron's meteoric rise leads memory, chip stocks up as AI spending knows no bounds - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA? - 24/7 Wall St.

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247wallst.com 2026-05-26 24/7 Wall St.