Nvidia reported record sales and income, with its CEO describing 'parabolic' demand for AI infrastructure. In response, Western Digital (memory semiconductors) jumped 4.9%, Himax (analog semiconductors) jumped 5.7%, and Teradyne (semiconductor manufacturing) jumped 3.7%.
Strong Nvidia results signal a massive buildout of data centers, which require high-performance chips and essential components like High Bandwidth Memory (HBM) produced by memory chip manufacturers. Some analysts have declared a 'semiconductor supercycle'—a prolonged period of above-average growth for the industry.
Himax's shares are extremely volatile, having had 36 moves greater than 5% over the last year. Three days prior, the stock dropped 5.2% following news of a potential strike at Samsung and a stake sale by TSMC, which rattled global chip supply chains. Supply constraints for rare earth materials used in semiconductor manufacturing have reportedly caused delays and higher input costs.
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