The shares of large world semiconductor companies rose today (23.9.2025), following its announcement Nvidia For the $ 100 billion mammoth investment in Openaito develop Data Centers based on Nvidia’s AI processors.
The agreement between Nvidia and Openai is large scale. Openai plans to manufacture and install NVIDIA systems that require 10 power giants, equivalent to 4 million and 5 million GPUs (GPUs), according to NVIDIA CEO Jensen Huang. “This is a giant project,” Huang said.
This news has caused a rally on Wall Street, with a positive climate diffuse in the global sector of chips and particularly affecting companies with Nvidia.
In Taiwan, Taiwan Semiconductor Manufacturing shareswhich manufactures chips for Nvidia, closed 3.5%.
In South Korea, η SK Hynixwhose memory chips are used in NVIDIA systems, saw its shares close the meeting with an increase of more than 2.5%.
The competitiveness Samsung It also closed with a rise of 1.4%. Samsung is not yet supplying Nvidia with high -range zone memory chips, but markets hope the company will receive the green light to do so soon.
Equipment suppliers, such as Tokyo Electron, listed in Japan, have also closed with a rise at the end of the session in the country.
“After all, this is a wide market with many suppliers. It is certainly not a zero -sum game with a single winner, and it really seems that investors recognize this, “said Ben Baringer, a world -class analyst at Quilter Cheviot, at CNBC. “Although this agreement may be negative in the short term for Nvidia competitors, it is a sign that the field of artificial intelligence is alive and healthy.”
The rise in the shares of the microchip production companies in Asia has also expanded to Europe, where the picture was a bit more mixed.
The shares of Stmicro, Infineon and Be Semiconductor have risen to the first transactions in Europe.
However, the ASM International semiconductor company announced that it expects the fourth quarter revenue to be lower than previous forecasts, which has negatively affected its shares. This news has also hit other microchip equipment companies, such as ASML, whose machinery is required to build the most advanced semiconductor in the world.
“In Europe, strengthening the artificial intelligence ecosystem is particularly beneficial to equipment manufacturers,” including ASML and ASMI, “who will benefit at some point from the steady demand of TSMC, which is the manufacturer of advanced NVIDIA chips,” said Stephane Houri, Head BHF, in a note to customers on Tuesday.