China's role in semiconductor demand is declining as recent high-profile visits yielded no new chip-related deals. Leading chip companies like Nvidia and ASML are projecting strong growth despite reduced exposure to China, with Nvidia assuming no sales to China's data centers and ASML's market share in China dropping to 14%. The main driver for chip demand is now hyperscaler capital expenditure, expected to reach $1.01 trillion by 2027, fueled by AI investments. Investors can access chip growth through various funds focusing on AI and capped U.S. portfolios, though risks remain from China's control of rare earth materials, rising debt among hyperscalers, and supply chain concentration in Taiwan and South Korea.
Chip stocks show mixed investor sentiment on Pluang despite the news of China stepping back from chip deals. Nvidia trades at USD 225.07 with a slight gain of 0.22%, while ASML is up 1.24% at USD 1,743.94. The VanEck Semiconductor ETF (SMH) also rose 1.01% to USD 606.56. These figures are as of Sep 26, 2026 22:02 WIB.
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