Micron Technology, Inc.

Samsung Electronics Co., Ltd.

SK hynix Inc.

Western Digital Corporation

Applied Digital Corporation

Analysts suggest that the supercycle of growth for chipmakers could last until 2027.

The shortage in the memory market has driven up the shares of chip suppliers. Is it too late to buy them?

NVIDIA Corporation

To cool speculative frenzy, the exchange banned trading in SK Hynix - Nvidia's supplier - securities in debt

Nvidia supplier falls after Korea's stock exchange triggers 'investment alert' mode

Kia Corporation

Hyundai Motor Company

The U.S. and Korea reached an agreement in principle to reduce duties back in July, but the process has since been delayed

The U.S. has promised to reduce duties on imports from Korea retroactively. Which stocks rose?

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Taiwan Semiconductor Manufacturing Company Limited

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

Lasertec Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 

Daniel Leb is looking for AI stocks outside of the US. What has he recently added to his portfolio?

SoftBank Group Corp.

Shares of artificial intelligence-related companies from Japan and South Korea were particularly hard hit  

"The answer is to run": Asian stocks collapse on fears of overvalued AI race leaders

The South Korean stock exchange issued a warning "on caution when investing" in the shares of SK Hynix, which supplies high-speed memory (HBM) including for Nvidia, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-04/sk-hynix-s-240-rally-prompts-korea-exchange-to-warn-investors?embedded-checkout=true">writes</a>. The platform felt that these securities might be overheated, the agency explains. On Monday, November 3, the value of SK Hynix increased by almost 11%, and since the beginning of the year - by 240% amid a global rally in stocks related to artificial intelligence.

Investors in supplier Nvidia get a signal from the stock exchange - after shares surge 240%

The company reported its highest quarterly profit in more than three years

'No one expected these profits'. How the AI boom drove Samsung's stock to a record high

The papers of South Korean SK Hynix and Samsung - two of the largest memory chip manufacturers - set new records at the first trading in South Korea after a week of holidays. Recent large deals in the field of artificial intelligence contributed to the jump in quotations.