What Happened?

A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run. 

The first announcement — Vera Rubin entering full production — confirmed the next wave of data center AI compute is now locked in. Vera Rubin, Nvidia's successor to Blackwell, delivers a 10x reduction in inference token cost and requires 4x fewer GPUs to train the same models. Thousands of Nvidia engineers were involved in its development, and system builders already in full-scale production include Dell, HPE, Lenovo, Supermicro, and IBM. That list is a read-through for the entire AI supply chain: every name on it needs more servers, more memory, more optical connectivity, and more chip equipment. 

The second announcement carried a different charge. Nvidia unveiled RTX Spark — an Arm-based AI PC chip co-developed with MediaTek — and Jensen Huang said Nvidia and Microsoft are going to "reinvent the PC." RTX Spark integrates a Blackwell GPU and a Grace CPU on a single package with 128GB of unified memory, capable of running 120-billion-parameter AI models locally without cloud connectivity. It launches later in the year on Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo, and MSI.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Analog Semiconductors company Himax (NASDAQ: HIMX) jumped 10.3%. Is now the time to buy Himax? Access our full analysis report here, it’s free.
• Semiconductor Manufacturing company FormFactor (NASDAQ: FORM) jumped 8.2%. Is now the time to buy FormFactor? Access our full analysis report here, it’s free.
• Analog Semiconductors company Vishay Intertechnology (NYSE: VSH) jumped 14.6%. Is now the time to buy Vishay Intertechnology? Access our full analysis report here, it’s free.

Zooming In On Vishay Intertechnology (VSH)

Vishay Intertechnology’s shares are very volatile and have had 29 moves greater than 5% over the last year. But moves this big are rare even for Vishay Intertechnology and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 12 days ago when the stock gained 4.6% on the news that AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. 

The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-performance chips. 

This directly benefits memory chip manufacturers like Samsung and SK Hynix, which produce essential components like High Bandwidth Memory (HBM). The intense demand has led some analysts to declare a 'semiconductor supercycle,' a prolonged period of above-average growth for the industry, as companies worldwide race to develop their AI capabilities.

Vishay Intertechnology is up 317% since the beginning of the year, and at $63.83 per share, it has set a new 52-week high. Investors who bought $1,000 worth of Vishay Intertechnology’s shares 5 years ago would now be looking at an investment worth $2,699.

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Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.