U.S. stock night market volatility: Taiwan Semiconductor rose 3.17% in night trading, strong revenue and Japan investment plan boost market confidence

U.S. Stock Night Market MovementsTaiwan Semiconductor rose 3.17% in the night market. Based on recent news:On February 9, Taiwan Semiconductor reached its historical high during trading, driving the Taiwan stock market up by 621.7 points, reflecting market confidence in its strong demand. Source: Zhitong FinanceOn February 10, Taiwan Semiconductor announced January revenue of NT$401.26 billion, a year-on-year increase of 36.8%, with revenue data exceeding expectations, further boosting its stock price. Source: Zhitong FinanceOn February 9, Taiwan Semiconductor held its first board meeting in Kumamoto, Japan, to discuss future investment plans, demonstrating the company's focus on the Japanese market and enhancing investor confidence. Source: Zhitong Finance. The semiconductor industry shows strong demand, with AI demand continuing to grow.Stocks with High Trading Volume in the IndustryNVIDIA rose 0.35% in the night market. Based on recent key news:On February 7, NVIDIA CEO Jensen Huang stated that the demand for AI is extremely strong, and the construction of AI infrastructure will continue for seven to eight years, driving up stock prices. NVIDIA's stock closed up 7.8% on Friday, with a market value increase of approximately $325 billion. Source: Zhitong FinanceOn February 9, Apollo Global Management plans to provide approximately $3.4 billion in loans to investment tools for purchasing NVIDIA chips and leasing them to xAI, alleviating financial pressure. This move may further drive up NVIDIA's stock price. Source: Wall Street InsightOn February 9, Goldman Sachs predicted that NVIDIA's revenue for the fourth quarter of fiscal year 2025 would exceed expectations by about $2 billion, with analysts expecting the Rubin GPU to start shipping in the third quarter of 2026, supporting the company's strong growth. Source: Jinshi Data. AI demand is strong, with significant capital inflows.Micron Technology fell 1.29% in the night market. Based on recent key news:On February 10, Samsung Electronics began mass production of HBM4 high-bandwidth memory chips, and Micron was not included in the supplier list, leading to a drop in stock price. The market reassessed Micron's positioning in the AI market, with the stock price once falling over 5%.On February 10, analysis indicated that Micron's market share in HBM could be reduced to zero, with Samsung and SK Hynix splitting the market. This news posed a negative impact on Micron's stock price, which retraced about 15%.On February 7, memory chip prices rose, and UBS analysts expect supply tightness to continue, supporting Micron's stock price increase. Micron's stock price has more than quadrupled over the past 12 months. Tech stocks rebounded, with market focus on AI investments.AMD fell 0.08% in the night market. Based on recent key news:On February 8, the U.S. upgraded its chip blockade policy against China, leading to extended delivery times and price increases for AMD products. This policy may boost the market share of domestic CPUs in China. Source: Zhitong FinanceOn February 7, AMD's stock price fell after the release of its fourth-quarter results, despite a 39.9% increase in sales, as the market expressed concerns about its future revenue expectationsSource: Wall Street WatchOn February 7th, the Semiconductor Industry Association reported that global chip sales are expected to grow by 26% by 2026, with AMD's logic chip sales increasing by 39.9%. Source: Jinshi Data Semiconductor market demand is strong, policy risks are increasing