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72/100 Bullish 11.07.2026 · 12:00 Finrend AI ⏱ 1 dk 👁 3 TR

5 Chip Stocks Stand Out in Wave of AI Factory Spending

Growth in artificial intelligence (AI) is driving increased investment in semiconductor fabrication plants (fabs), with five chip stocks notably benefiting from this trend. The sector's momentum has accelerated, particularly due to rising demand for AI-focused processors. Investors expect this spending surge to positively impact semiconductor companies' revenues and profitability. Analysts note that companies playing a critical role in producing chips specifically designed for AI applications are directly benefiting from the rise in fab investments. Among these are firms distinguished by advanced manufacturing processes and high-performance chip designs. In particular, heavy investments by major technology companies in AI infrastructure are sustaining demand for chipmakers. These five stocks are also supported by growth in data center expansions and increased cloud computing demand, in addition to the rise in AI fab spending. These companies are expected to strengthen their positions as key suppliers of AI-focused investments in the coming period. Market experts link the sustainability of this trend to the pace of AI technology adoption. This is not investment advice.

📊 AMD — Piyasa Yorumu

▲ up · 70%

AMD is highlighted among chip stocks that stand to benefit from increased AI factory spending. Technically, the stock has risen 6.96% in the last 24 hours, with an RSI of 61, not yet approaching overbought territory, suggesting the uptrend could continue. The MACD line is above the signal line and positive, confirming strong short-term momentum. The price is trading above its 20-day and 50-day moving averages, supporting the bullish trend. However, the current price is at $558, where short-term resistance may form, potentially limiting the pace of further gains.

RSI 14
61.0
MACD
6.91
24h Δ
6.96%

📊 NVDA — Piyasa Yorumu

▲ up · 70%

The news headline indicates that artificial intelligence investments are positively impacting chip stocks, with NVDA leading this wave. While technical indicators show the RSI approaching the overbought zone at 72, increasing the risk of some profit-taking in the short term, the MACD remaining above the signal line and the price trading above the 20- and 50-day moving averages suggest that upward momentum continues. The 6.9% increase in the last closing price reflects the positive impact of the news. The upward trend is expected to be maintained in the short term, but caution is advised due to the overbought zone.

RSI 14
72.6
MACD
3.31
24h Δ
6.93%

📊 ASML — Piyasa Yorumu

▲ up · 65%

ASML is highlighted among chip stocks that will benefit from the increase in artificial intelligence factory spending. Technically, the price is just above the 20-day moving average and shows a positive crossover above the MACD signal line. The RSI is near the 50 level, indicating it is neither overbought nor oversold. While there is potential for an upward move in the short term, the 50-day average should be monitored as a resistance level.

RSI 14
49.5
MACD
1.30
24h Δ
2.71%

📊 TSM — Piyasa Yorumu

■ neutral · 60%

The news headline suggests that the increase in artificial intelligence investments could positively impact chip stocks. However, TSM's technical indicators are giving mixed signals: the RSI is at 44, in neutral territory, the MACD is issuing a sell signal, and the price is below both the 20-day and 50-day moving averages. While a short-term upward move is possible, the current technical weakness and uncertainty make it difficult to predict a clear direction. Therefore, maintaining a neutral stance appears more appropriate.

RSI 14
43.8
MACD
-1.50
24h Δ
0.20%
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