AI Chip Supply Chain Shift
Nvidia expands Taiwan capacity and gains China access while DeepSeek develops custom silicon, driving Hong Kong IPO surges and memory chip demand.
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- UPDATEDeepSeek develops custom AI inference chip, signaling deeper China self-reliance
The move by the Chinese AI developer underscores Beijing's push to bypass US export controls on advanced semiconductors, adding pressure to the global chip supply chain.
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- MARKETHong Kong IPO proceeds surge 84% in first half of 2026, led by AI and energy sectors
The city's capital markets rebound sharply as tech and commodity-linked listings drive a record-breaking H1, reinforcing its status as a global financial hub.
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- MARKETJefferies: Cheaper AI models to fuel infrastructure demand, favoring memory chip makers
Brokerage argues that cost-efficient AI models will expand, not contract, capital expenditure on computing hardware, creating a tailwind for memory suppliers.
- STATEMENTJefferies
“The past week has seen another DeepSeek moment,”
in: Jefferies: Cheaper AI models to fuel infrastructure demand, favoring m - STATEMENTJefferies
“zero sign of AI capex slowing,”
in: Jefferies: Cheaper AI models to fuel infrastructure demand, favoring m - MARKET014990.KS (014990.KS)
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- EVENTNvidia's $150 Billion Taiwan Expansion Sparks Semiconductor Sector Rally
The investment signals growing AI infrastructure demand, with sector peers also seeing gains.
- STATEMENTCEO Jensen Huang
“Now we're spending $100 [billion], going to $150 billion in Taiwan each year,”
in: Nvidia's $150 Billion Taiwan Expansion Sparks Semiconductor Secto - EARNINGSTSM earnings (Taiwan Semiconductor Manufacturing Company Ltd.) Q2 2026 medium
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