This article uses automatic translation for some of its parts
The United States became the world's largest semiconductor manufacturer $NVIDIA(NVDA.US)$The global stock market is also moving. The rapid rise in the company's stock price spread to other semiconductor/manufacturing equipment manufacturers, and it is said that the increase in market capitalization of related stocks from the beginning of the year accounted for over 50% of the increase in value of global stocks. Expectations for the spread of generative artificial intelligence (AI) encouraged the inflow of investment money and boosted the renewal of high prices of stocks in major countries.
As NVIDIA, which is located at the center of the AI ecosystem (ecosystem), dramatically increased corporate value, the base of ripple effects expanded. It directly competes as a GPU manufacturer $Advanced Micro Devices(AMD.US)$ and $NVIDIA(NVDA.US)$Semiconductor contract manufacturing that also deals with $Taiwan Semiconductor(TSM.US)$In addition, major manufacturing equipment companies...