AI infrastructure demand continues to surge: AMD and TSMC are leading the way, and U.S. stocks are seeing another wave of AI investment enthusiasm

With the rapid development of AI technology, global enterprises continue to increase investment in AI infrastructure, driving a new wave of growth momentum across industries such as semiconductors, cloud computing, data centers, and memory. This has once again made AI concept stocks a focal point in the U.S. stock market. Recently, tech leaders such as AMD, Broadcom, and TSMC have led the rally, and market confidence in long-term AI demand continues to strengthen. Against the backdrop of the ongoing AI investment boom, more and more investors are beginning to focus on how to more efficiently allocate global tech stocks.

AI Infrastructure Demand Continues to Surge, U.S. Stocks Once Again Led by Tech Stocks

(Source: TradingView)

Artificial intelligence (AI) remains a key driver in global capital markets. In the latest trading session, all three major U.S. stock indices closed in the green, with the Dow Jones Industrial Average crossing the 53,000-point mark for the first time. The S&P 500 and the Nasdaq also rose simultaneously, as market funds once again flowed back into AI and semiconductor-related sectors. Although the S&P 500 rose overall, the number of advancing stocks was still less than the number of declining stocks, indicating that market funds remain concentrated in large tech companies with AI growth themes. AI concept stocks are still the main driver of this rally.

AMD, Broadcom, and TSMC Lead the Gains, AI Chip Supply Chain Benefits Broadly

(Source: TradingView)

In this tech stock rally, semiconductor stocks once again became the market focus. AMD's stock price surged 6.61%, and Qualcomm rose 6.65% in tandem. Broadcom rose 3.73% after announcing an extension of its custom chip partnership with Apple through 2031, further solidifying its important position in the AI chip supply chain.

On the other hand, global foundry leader TSMC's stock price also rose over 4%, reflecting the market's optimistic expectations for continued growth in AI chip demand. The rapid development of the AI industry not only benefits chip design companies but also brings new growth opportunities to foundries, packaging and testing, memory, and server supply chains simultaneously.

JPMorgan: Three Factors Continue to Drive AI Infrastructure Demand

JPMorgan's latest research points out that the current demand for AI infrastructure is primarily driven by three factors. First, token usage for large language models (LLMs) continues to grow rapidly. In June, token usage surged about 20 times compared to the same period last year, indicating that the actual computing demand of AI models is still growing rapidly. Second, GPU rental market prices continue to rise. The average rental price of A100 GPUs has been trending upward, reflecting that corporate demand for AI computing power remains strong. Third, DDR5 memory prices remain strong, with DRAM spot prices increasing more than seven times year-over-year, showing that AI servers, high-performance computing (HPC), and data centers continue to drive memory demand. JPMorgan believes that the decline in AI model costs has not weakened market demand but instead lowered the barrier for enterprises to adopt AI, leading to rapid expansion of the AI inference market and driving continuous growth of the overall AI ecosystem.

AI Investment Focus Shifts from Chips to the Entire Supply Chain

Beyond GPU makers like NVIDIA and AMD, AI investment opportunities are gradually extending to the entire supply chain. For example, Micron Technology has signed a long-term cooperation agreement with Ford to provide AI and automotive chip solutions. SK Hynix is preparing to go public in the U.S., and the market expects it to be one of the largest IPOs in the U.S. in recent years. Additionally, storage device makers such as Western Digital and Seagate continue to benefit from NAND Flash prices remaining at high levels. On the other hand, although Microsoft announced layoffs of about 4,800 people, the market generally believes that this is mainly to reallocate resources and accelerate AI-related investments, showing that tech giants still see AI as the most important growth direction for the future.

Amid the AI Investment Boom, Investors Need Global Asset Allocation

AI has gradually evolved from a single technology theme into a core direction for global corporate capital expenditure. In addition to U.S. tech leaders, the Asian semiconductor industry, Korean memory companies, and major Hong Kong tech companies are all important participants in the AI supply chain. Therefore, if investors hope to fully capture the long-term AI trend, investing only in a single market is no longer sufficient to fully participate in the overall growth. Cross-market, diversified allocation is gradually becoming a mainstream investment strategy.

Gate Stock Creates a New Entry Point for Global Stock Investment

In response to the demand for global stock market investment, Gate has officially launched its stock trading web service and simultaneously completed its dual-platform layout for both App and Web. Currently, Gate Stock supports over 12,500 stocks and ETFs, covering three major markets: U.S. stocks, Hong Kong stocks, and Korean stocks. Among them, the U.S. stock market offers over 10,000 tradable securities, including major exchanges such as Nasdaq, NYSE, NYSE Arca, NYSE American, and BATS. For Hong Kong stocks, it supports over 1,500 stocks. For Korean stocks, it initially provides the top 1,000 largest listed companies on the Korea Exchange (KRX), including popular companies like Samsung Electronics, SK Hynix, NAVER, Hyundai Motor, and Celltrion. With just one account opening, investors can simultaneously allocate to global leading companies in technology, AI, semiconductors, finance, and consumer industries.

Trade Stocks Directly with USDT, Seize Global Investment Opportunities 24/7

Compared to traditional cross-border investment processes, Gate Stock offers a more convenient trading experience. Investors can directly trade stocks and ETFs using USDT without needing to open an additional overseas brokerage account or go through cumbersome foreign currency exchange procedures. Additionally, the platform supports fractional share trading of as little as 0.01 shares, significantly lowering the investment threshold and allowing more investors to participate in global tech giants such as Apple, NVIDIA, Microsoft, Amazon, Meta, and Tesla. It is worth noting that Gate Stock also introduces a 7×24 trading mechanism, with nearly 200 popular stocks currently supporting round-the-clock trading. Even during corporate earnings reports, major industry news, or the latest developments in the AI market, investors can seize trading opportunities at any time, unrestricted by traditional trading hours.

Summary

AI is continuously reshaping the competitive landscape of the global technology industry and redefining the investment logic of capital markets. From the rapid adoption of large language models and rising demand for GPU computing power to the ongoing expansion of memory, data centers, and cloud infrastructure, the AI industry chain continues to show strong growth momentum. With the official launch of Gate Stock's web platform, the Korean stock market, and 7×24 trading services, investors can conveniently use a single platform with USDT to invest in U.S., Hong Kong, and Korean stocks, capturing global investment opportunities in the AI super-trend while building a more flexible and diversified long-term asset allocation strategy.