<\/p>\n\n\n\n
Chipmaking and AI-related stocks in Japan and Taiwan climbed sharply on Tuesday, following a surge in AMD (NASDAQ: AMD)<\/strong> shares overnight after the U.S. semiconductor giant announced a multi-year deal to supply artificial intelligence processors to OpenAI<\/strong>.<\/p>\n\n\n\n In Taipei<\/strong>, Taiwan Semiconductor Manufacturing Company (TSMC)<\/strong> \u2014 the world\u2019s largest contract chipmaker and a key AMD supplier \u2014 advanced 2.5%<\/strong>, while Hon Hai Precision Industry (Foxconn)<\/strong> added 1.1%<\/strong>.<\/p>\n\n\n\n In Tokyo<\/strong>, semiconductor stocks led the rally. Renesas Electronics<\/strong>, Tokyo Electron<\/strong>, and Advantest Corp.<\/strong> gained between 0.5% and 4%<\/strong>, lifted by renewed optimism in AI-driven chip demand.<\/p>\n\n\n\n Tech conglomerate SoftBank Group<\/strong>, an investor in OpenAI, jumped nearly 3%<\/strong>, while electronics manufacturers Ibiden Co.<\/strong> and Nikon Corp.<\/strong> rose over 1%<\/strong> each, tracking the global semiconductor uptrend.<\/p>\n\n\n\n Markets in mainland China, Hong Kong, and South Korea<\/strong> were closed for a public holiday, limiting broader regional trading activity.<\/p>\n\n\n\n The sector-wide rally came after AMD shares surged nearly 24%<\/strong> in U.S. trade. The company revealed a partnership with OpenAI<\/strong> to supply AI chips under a multi-year agreement expected to generate tens of billions of dollars in annual revenue<\/strong>.<\/p>\n\n\n\n The deal includes an option for OpenAI to acquire up to 10% of AMD\u2019s equity<\/strong>, underlining the strength of the partnership and AMD\u2019s deepening involvement in the AI infrastructure ecosystem.<\/p>\n\n\n\n The announcement underscores the growing global appetite for computing power<\/strong> as artificial intelligence applications expand across industries. AMD\u2019s entry into large-scale AI chip supply positions it as a strong competitor to Nvidia<\/strong>, while also benefiting Asian semiconductor suppliers that dominate the global chip production chain.<\/p>\n\n\n\n With TSMC<\/strong> and SK Hynix<\/strong> serving as key contributors to the AI supply chain \u2014 producing advanced chips and memory components for high-performance AI workloads \u2014 analysts expect continued strength in the region\u2019s technology sector in the near term.<\/p>\n\n\n\n The AMD\u2013OpenAI deal is seen as another major catalyst in the AI investment wave<\/strong> that has fueled a global semiconductor rally since early 2023, signaling that the competition for AI hardware dominance is set to intensify.<\/p>\n","protected":false},"excerpt":{"rendered":" Chipmaking and AI-related stocks in Japan and Taiwan climbed sharply on Tuesday, following a surge in AMD (NASDAQ: AMD) shares overnight after the U.S. semiconductor giant announced a multi-year deal to supply artificial intelligence processors to OpenAI. Strong Gains Across Key Asian Chipmakers In Taipei, Taiwan Semiconductor Manufacturing Company (TSMC) \u2014 the world\u2019s largest contract …<\/p>\n","protected":false},"author":9,"featured_media":31994,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[6827,49,39,36],"tags":[6849,6851],"class_list":["post-119641","post","type-post","status-publish","format-standard","has-post-thumbnail","","category-daily-economic-reports","category-economic-reports","category-global-stock-markets","category-market-updates","tag-asia","tag-stocks"],"_links":{"self":[{"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/posts\/119641","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/comments?post=119641"}],"version-history":[{"count":1,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/posts\/119641\/revisions"}],"predecessor-version":[{"id":119642,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/posts\/119641\/revisions\/119642"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/media\/31994"}],"wp:attachment":[{"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/media?parent=119641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/categories?post=119641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/noortrends.ae\/en\/wp-json\/wp\/v2\/tags?post=119641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Strong Gains Across Key Asian Chipmakers<\/h3>\n\n\n\n
AMD\u2019s Breakthrough Deal with OpenAI<\/h3>\n\n\n\n
AI Demand Fuels Semiconductor Outlook<\/h3>\n\n\n\n