Nvidia-OpenAI deal sparks global chip stock rally
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After Nvidia plans to invest $ 100 billion in Openai, large global semiconductor stocks increased on Tuesday.
The agreement between Nvidia and Openai is on a large scale. Openai plans to create and distribute NVIDIA systems that require 10 Gigawatt power that requires 10 Gigawatt power to 4 million and 5 million graphics processing units (GPU), according to Nvidia CEO Jensen Huang.
The news led to a rally in Wall Street, a positive emotion flows into the global chip industry and touches companies with ties with Nvidia.
In Taiwan, Taiwan SemiLetken Production Inc.Producing chips for nvidia, 3.5% higher closed.
In South Korea, SK Hynix, used in memory chips Nvidia systems, saw that its shares have finished more than 2.5% more than 2.5%. The opponent Samsung also closed 1.4% higher. Samsung does not yet supply high -band -width memory chips to NVIDIA, but the markets hopes that the company will gain green light to do something so close.
Like equipment suppliers Tokyo electron Listed in Japan was higher in the closing of trade in the country.
“Ultimately this is a wide market with a large number of suppliers. It is definitely not a zero -totaled game with a winner, and it is understood that investors really accept it,” Quilter Cheviot’s global technology analyst Ben Barringer said to CNBC.
“This agreement is a sign that Nvidia is negative for its competitors in the short term, but AI trade is alive and good.”
The chip stock rally in Asia was filtered to Europe, where the picture is still a bit more confused.
Stmicro– Prophecy And Semiconduct It was higher in early trade in Europe.
However, semiconductor equipment company ASM International He said he expected the fourth quarter income to be under previous expectations by sharply weighing stocks. The news also pulled down other chip equipment names. AsmL is necessary to produce the most advanced semiconductors in the world.
ODDO BHF strengthens the AI ecosystem of TSMC, which is the NVIDIA advanced chips manufacturer, will benefit from a solid demand, especially for equipment manufacturers, including “ASML and ASMI”. “
