Shares in chipmakers underpinning AI boom rocket in first half of 2026
The Guardian — World
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Value of some chip manufacturers have tripled, or more, driving Asia Pacific stock markets sharply higher
Shares in chipmakers have surged in the first half of this year as investors piled into companies that make the hardware underpinning the AI boom, according to analysis.
Investors have driven up the value of semiconductor and memory chip manufacturers, whose profits have soared during 2026, at the expense of some large software companies, which have fallen out of favour this year.
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The Story At A Glance
The global economy is shifting focus from speculative software to the tangible hardware required for artificial intelligence. This transition is fueled by an insatiable need for high-bandwidth memory and advanced processors.
- • Chipmaker stocks like SK Hynix have tripled in value due to massive AI hardware demand.
- • Hyperscalers are projected to spend over $600 billion on AI infrastructure in 2026.
- • The surge has driven historic gains in Asia Pacific markets, specifically in Japan and the Philippines.
The global economy is shifting focus from speculative software to the tangible hardware required for artificial intelligence. This transition is fueled by an insatiable need for high-bandwidth memory and advanced processors.
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