Shares in chipmakers underpinning AI boom rocket in first half of 2026

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Shares of semiconductor chipmakers have surged in the first half of 2026, driven by strong demand linked to the AI boom. This significant increase has boosted stock markets across the Asia Pacific region, while some large software firms have seen declines.

Value of some chip manufacturers have tripled, or more, driving Asia Pacific stock markets sharply higher Shares in chipmakers have surged in the first half of this year as investors piled into companies that make the hardware underpinning the AI boom, according to analysis. Investors have driven up the value of semiconductor and memory chip manufacturers, whose profits have soared during 2026, at the expense of some large software companies, which have fallen out of favour this year. Continue reading...