Component Shortage in AI Servers Reaches 20%

NVDA stock closed at 223.70, down 2.53% in 24 hours, with an RSI of 41 indicating weak momentum. The MACD is below the signal line in negative territory, and the price is trading below the 20-day moving average (226.82), suggesting continued short-term pressure. News that the component shortage for AI servers has reached 20% could heighten concerns about demand and supply chain for NVDA's data center GPUs. However, the 50-day average (224.56) still provides nearby support, and the impact of the news may be limited. While downside risk persists in the short term, rebound buying may emerge; therefore, I anticipate a cautious downward bias rather than a definitive decline.

AMD stock rose 14% in 24 hours to reach 521, with RSI at 74.7 indicating overbought conditions. News of a component shortage in AI servers suggests strong demand for AMD's CPU and GPU products, which could be a positive catalyst in the short term. However, the price is well above the SMA20 and SMA50, and momentum is overheated, increasing the risk of profit-taking. MACD is positive and above the signal line, so the trend remains upward. Nevertheless, due to the high RSI, there may be limited upside potential or a correction in the 1-3 day view; caution is warranted.

For AVGO, the news of a component shortage in AI servers indicates that demand for the company's custom ASICs and networking solutions remains strong. The price is at 364.42, just above the SMA20 and SMA50 levels, with RSI at 52 (neutral) and MACD slightly above the signal line. While this outlook supports a short-term upward trend, the impact of the news may be limited because the supply shortage also brings cost and supply risks. I expect a moderate rise in the 1-3 day timeframe, but volume confirmation and a break above the 365 resistance are important.

TSM stock closed at 435.43, up 4.84% in the last 24 hours, and is trading just above its 20-day moving average (433.85). With an RSI of 61.2, it has not approached overbought territory, while the MACD is below its signal line (3.62 < 4.42), giving a weak momentum signal. News of a component shortage in AI servers could boost demand for TSM's advanced chips, which may be seen as positive in the medium term. However, the negative MACD position and the price premium relative to the 50-day average (422.82) suggest limited upside potential in the short term. Therefore, I assess the 1-3 day direction as upward, but with a moderate level of confidence.