Micron, Broadcom lead chip rally on U.S. investment surge

Semiconductor stocks have endured a recent downturn, but Thursday's broad rally suggests investor sentiment is shifting toward companies betting on domestic manufacturing and cloud infrastructure growth. Micron's decision to increase its investment by $50 billion（約8兆円） — from $200 billion（約32兆円） to more than $250 billion（約40兆円） — signals confidence that demand for memory and storage in data centers and AI systems will remain robust. The timing is notable: as geopolitical concerns around chip supply chains persist, U.S.-based production commitments appear to resonate with investors.

Broadcom's partnership with Apple, valued at more than $30 billion（約4.8兆円） and focused on U.S. chip manufacturing, reinforces this trend. The move also provides concrete validation for the semiconductor supply chain in North America. Analyst upgrades further fueled the rebound: SanDisk's revenue and earnings forecasts were both raised, suggesting near-term operational confidence in the sector. Optical networking stocks like Lumentum also participated, reflecting spillover optimism into the infrastructure equipment that supports cloud and computing systems.