智通财经网·2025-09-19 06:50Core Viewpoint - Nvidia announced a $5 billion investment in Intel, leading to a significant increase in Intel's stock price and a positive ripple effect across the semiconductor supply chain [1][2] Group 1: Investment Impact - Nvidia's investment in Intel resulted in a 23% increase in Intel's stock price on Thursday [1] - The investment spurred a collective rise in Asian supply chain stocks, with notable increases in companies like Lasertec Corp. (up 15%) and Ibiden Co. (up 12%) [1] - Other suppliers such as Tokyo Electron, Screen Holdings, and Shin-Etsu Chemical also saw stock price increases [1] Group 2: Market Sentiment - The collaboration between Nvidia and Intel to develop PC and data center chips is expected to boost demand for chip manufacturing tools [2] - Analysts view the partnership as a positive signal for the semiconductor industry, indicating that Intel is unlikely to cut capital expenditures, which benefits suppliers [2] Group 3: Competitive Landscape - Despite the positive sentiment for Intel, TSMC's stock fell by 1.2% due to concerns that Intel might capture some of Nvidia's foundry orders [2] - TSMC derives approximately 3% of its revenue from Intel, and the market is wary of potential negative impacts on TSMC's valuation from this new partnership [2]