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Major global semiconductor stocks rose on Tuesday after Nvidia announced plans to invest $100 billion in Openai.
The deal between Nvidia and Openai is massive. According to NVIDIA CEO Jensen Huang, Openai plans to build and deploy an NVIDIA system that requires 10 gigawatts of power.
The news sparked a rally on Wall Street, which has been actively flowing into the global chip sector, becoming a touched company with a connection to Nvidia in particular.
In Taiwan, stocks Taiwan Semiconductor Manufacturing Co.manufactures Nvidia chips and is closed by 3.5%.
In Korea, SK Hynix, which uses memory chips on Nvidia’s systems, saw sessions rise more than 2.5%. Rival Samsung also rose 1.4%. Samsung has not yet supplied the bandwidth memory chip to Nvidia, but the market hopes the company will win the green light because it is imminent.
Equipment suppliers such as Tokyo Electronics It is listed in Japan, but was also expensive at the end of domestic trade.
Asian chip stock rally was filtered to Europe. Still, the photos were a little more mixed.
stmicro, infineon and It will become a semiconductor All were expensive in early European trade.
However, semiconductor equipment companies ASM International We expect fourth quarter revenue to fall below previous expectations and sharply weigh on the stock’s weight. The news also lowered the names of other chip devices. ASML, its machine is necessary to manufacture the most advanced semiconductors in the world.
“In Europe, strengthening the AI ecosystem is particularly beneficial for “equipment manufacturers that include ASML and ASMI,” including ASML and ASMI. All of this can benefit from strong demand from TSMC, the manufacturer of Nvidia Advanced Chips.
