Chip stocks rally to start 2026 after third-straight winning year

Group 1 - Chipmaking stocks experienced a rally at the beginning of 2026, driven by investor interest in the artificial intelligence sector following a strong performance in the previous year [1] - ASML surged by 9%, Micron Technology increased by 8%, while Lam Research and Intel both rose by approximately 7%, and Marvell Technology saw a 5% increase [1] - Advanced Micro Devices (AMD) and Nvidia gained about 3% and 2%, respectively, in the early trading of 2026 [2] Group 2 - In 2025, AMD experienced a significant gain of 77%, while Nvidia saw a 39% increase, reflecting the ongoing growth in the chipmaking sector [2] - The demand for chipmaking stocks was bolstered by substantial investments from hyperscalers like Amazon and Google, aimed at meeting the persistent demand for datacenter capabilities [2]