Himax, FormFactor, and Vishay Intertechnology shares jump following Nvidia's announcements of Vera Rubin chip and RTX Spark AI PC processor

Nvidia announced Vera Rubin, its successor to Blackwell, delivering a 10x reduction in inference token cost and requiring 4x fewer GPUs to train the same models. System builders including Dell, HPE, Lenovo, Supermicro, and IBM are already in full-scale production. Nvidia also unveiled RTX Spark, an Arm-based AI PC chip co-developed with MediaTek, integrating a Blackwell GPU and Grace CPU with 128GB of unified memory, launching later in the year on Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo, and MSI.

Himax (analog semiconductors) rose 10.3%, FormFactor (semiconductor manufacturing) rose 8.2%, and Vishay Intertechnology (analog semiconductors) rose 14.6%.

The announcements confirmed continued buildout of data center AI infrastructure, which supplies chain participants—including memory, optical connectivity, and chip equipment makers—depend on for demand.