Foxconn Warns of AI Chip Supply Constraints Through 2027

AMD stock has shown an extraordinary rise of 24% in 24 hours, with the RSI approaching the overbought threshold at 66.6. The MACD is in positive territory and the price is above the SMA20/SMA50, indicating a strong technical outlook. However, Foxconn's warning about AI chip supply for 2027 signals medium-term uncertainty and could trigger short-term profit-taking. After such a sharp rally, the news impact may be limited; the direction is uncertain, and caution is advisable.

Foxconn's warning regarding AI chip supply for 2027 could increase uncertainty and risk perception for NVDA in the short term. The stock fell 7.2% in 24 hours and is trading near the SMA20 level (173.5); RSI at 41 is weak but not in oversold territory. MACD is in negative territory and below the signal line, with momentum pointing downward. The price gap above SMA50 (187) also suggests that short-term pressure may persist. Nevertheless, since the news does not contain a direct earnings or guidance cut, the impact may remain limited; therefore, the confidence level is medium.

MU shares rose 17.5% in 24 hours to reach the 812 level, with the RSI at 66 approaching overbought territory. The MACD is above its signal line and the price is clearly above the SMA20/SMA50, indicating strong short-term momentum. However, Foxconn's warning about 2027 artificial intelligence chip supply could create uncertainty regarding memory demand expectations and increases the risk of profit-taking after such a sharp rally. The news is not directly aimed at MU but represents a sector-wide signal; therefore, the impact may remain limited and the direction uncertain. While upward momentum is likely to be maintained in the short term, a cautiously neutral outlook stands out due to overbought conditions and news-driven volatility.

TSM has recorded a strong rally of over 10% in the last 24 hours, with its RSI at 67 approaching the overbought threshold. The MACD is above its signal line and the price is above the SMA20/SMA50, indicating a positive short-term trend. However, Foxconn's warning about AI chip supply for 2027 signals medium-term uncertainty and could trigger profit-taking in the short term. For a stock in overbought territory, such news may cause the rally to lose momentum. Therefore, I assess the 1-3 day outlook as neutral; confidence level is medium due to directional uncertainty and the timing of the news.