NVIDIA-OPENAI DEAL SPARKS Global Chip Stock Rally

The main global actions of semiconductors increased Tuesday after Nvidia announced its intention to invest $ 100 billion in Openai.

The agreement between NVIDIA and OPENAI is on a large scale. OPENAI plans to build and deploy NVIDIA systems which require 10 gigawatts of electricity, which is equivalent to 4 million and 5 million graphic processing units (GPU), according to the CEO of NVIDIA, Jensen Huang.

The news has sparked a rally at Wall Street, with a positive feeling that flows towards the world flea sector and in particular companies affecting links with Nvidia.

In Taiwan, the shares of Taiwan Semiconductor Manufacturing Co.Who makes chips for Nvidia, closed 3.5% higher.

In South Korea, SK Hynix, whose memory chips are used in NVIDIA systems, have seen its actions end the session of more than 2.5% higher. The Samsung rival also closed 1.4% higher. Samsung does not yet provide Nvidia with its high -band memory chips, but the markets hope that the company will gain the green light to do it imminently.

Equipment suppliers, such as Tokyo electron Which is listed in Japan, was also higher at the end of the country’s trade.

“In the end, this is a large market with many suppliers. It is certainly not a zero -sum game with a single winner, and indeed, investors recognize that,” said Ben Barringer, global technological analyst at Quilter Cheviot, in CNBC.

“Although this agreement can be negative in the short term for the competitors of Nvidia, it is a sign that the AI ​​trade is alive.”

The chip actions rally in Asia filtered to Europe, where the image was nevertheless a little more mixed.

Stmicro,, Infineon And Be semiconductor were all higher in early trade in Europe.

However, semiconductor equipment company ASM International said he expected his revenues in the fourth quarter to come below previous expectations, weighing strongly on actions. The news also led to other names of chip equipment such as ASML, whose machines are necessary to make the most advanced semiconductors in the world.

“In Europe, the strengthening of the AI ​​ecosystem is particularly beneficial for equipment manufacturers”, including ASML and ASMI “, which will all benefit at one point from the solid demand for the TSMC which is the manufacturer of NVIDIA Advanced Chips,” said Stephane Houri, head of Actions Research at the ODDO BHF on Tuesday.