MediaTek Inc.

NVIDIA Corporation

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Advanced Micro Devices, Inc.

The company is competing with Nvidia for the AI chip market, but so far has only wrested a small share, CNBC writes

AMD disappointed investors: it's not gaining ground fast enough in the AI chip market

Teradyne, Inc.

Demand from the AI segment in computing, networking and memory was significantly higher than analysts' expectations

'Market surprise': Teradyne shares rise 9% to record after strong reporting

Samsung Electronics Co., Ltd.

SK hynix Inc.

Samsung quotes could rise 45-50% in 2026, JPMorgan Chase predicts

Samsung's stock made its biggest jump since 2008. What inspired investors?

Alibaba Group Holding Limited

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

Microsoft Corporation

Shares of SK Hynix, a supplier of dynamic RAM and semiconductors,<a href="https://finance.yahoo.com/quote/000660.KS/"> rose</a> by 8.7% at the end of trading on the Korea Exchange on January 27, reaching an all-time high. This is how investors, among other things, reacted to reports that the company is the only supplier of advanced memory for the new chip of artificial intelligence from Microsoft, <a href="https://www.bloomberg.com/news/articles/2026-01-27/sk-hynix-shares-eye-record-high-on-microsoft-supply-deal-report">writes</a> Bloomberg.

SK Hynix shares hit all-time high after Microsoft contract

Broadcom Inc.

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

Alphabet Inc.

Amazon.com, Inc.

Maia 200 is the highest performing chip among hyperscaler solutions, claims Microsoft

Microsoft has released a new AI chip. It will help reduce dependence on Nvidia

CoreWeave, Inc.

Nvidia has invested an additional $2 billion in CoreWeave, a cloud services provider for developing and training AI models. With the help of this deal, Nvidia expects to accelerate the realization of plans to build more than 5 gigawatts of computing power for artificial intelligence by 2030, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip">writes</a>.

Nvidia to invest another $2 billion in cloud services provider CoreWeave, its stock jumped

Intel Corporation

External customers will not contract with Intel until they are confident that the chipmaker can deliver high yields from the assembly line, analysts said

"The stock's rise was driven by a dream": why Intel posted its worst drop in two years

According to the Financial Times, Nvidia was expecting more than 1 million orders from Chinese customers

Chips