Memory-Driven Rally Places Taiwan Semiconductor Third in $3 Trillion Chip Surge
Taiwan Semiconductor was the third-largest gainer among large-cap chipmakers, ranking behind Nvidia and Broadcom in a $3 trillion market-value surge since March 30, driven by booming memory and storage demand. This shift reflects investor moves beyond GPUs into components essential for AI data-center operations.
1. Broad semiconductor rebound includes Taiwan Semiconductor
Since March 30, the top 10 chipmakers have collectively added $3 trillion in market value, with Taiwan Semiconductor ranking third, behind Nvidia and Broadcom. The rally is underpinned by accelerating memory and storage demand as investors shift focus from GPUs to the components needed to power AI data centers.
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