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Semiconductors 1 February 2026 - 2 February 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix is set to open Monday’s Seoul session following a sharp rise in South Korea’s semiconductor exports in January, keeping spotlight on the memory-chip sector. According to trade ministry figures, semiconductor exports soared 102.7%, pushing total exports up 33.9% to $65.85 billion. Analyst Park Sang-hyun at iM Securities called the surge “expected to continue for the time being.”
1 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Shares of Taiwan Semiconductor Manufacturing Co., Ltd. are set to draw attention when trading restarts Monday. Nvidia CEO Jensen Huang, speaking in Taipei, said he’ll need “a lot of wafers” from TSMC this year to fuel AI chip demand. For clarity, wafers are the silicon slices used in chip production. TSMC’s C.C. Wei declined to take questions, but Huang mentioned the company could boost capacity by “much more than 100%” over the next decade.
1 February 2026
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Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s effort to invest as much as $100 billion in OpenAI has hit a roadblock, The Wall Street Journal reported Friday, citing doubts from within the chipmaker. “We have been OpenAI’s preferred partner for the last 10 years. We look forward to continuing to work together,” an Nvidia spokesperson said. OpenAI did not immediately respond to requests for comment.
1 February 2026
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ASE Technology stock drops 4% as chip shares slide; Feb. 5 earnings call looms

ASE Technology stock drops 4% as chip shares slide; Feb. 5 earnings call looms

ASE Technology Holding Co., Ltd. saw its shares take a steep hit in the final session, mirroring a broader slide in chip stocks ahead of a major earnings report. On the Taiwan Stock Exchange, the stock dropped 4.19% to end at NT$297. Meanwhile, its U.S.-listed ADR — which stands for American depositary receipt — slipped 4.04%, closing at $18.98.
1 February 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.