---
title: "BUZZ-US chip-related stocks advance on upbeat AI demand outlook"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302565058.md"
datetime: "2026-10-21T12:34:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302565058.md)
  - [en](https://longbridge.com/en/news/302565058.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302565058.md)
generator: "portal-rs"
---

# BUZZ-US chip-related stocks advance on upbeat AI demand outlook

Shares of US chip-related companies rise premarket, following SpaceX (SPCX.O) and Super Micro’s (SMCI.O) strong results

SMCI sees Q1 revenue and margins above estimates, while SpaceX’s Q3 revenue also jumped, signaling stronger AI demand

“This momentum is expected to be driven by the ramp of next-generation AI systems,” says Needham

Chip giant Nvidia (NVDA.O) up 1.9%, peer Advanced Micro Devices (AMD.O) up 2%

Marvell (MRVL.O) , Applied Materials (AMAT.O) , Intel (INTC.O) gain between 2.1%-2.5%

Credo Technology (CRDO.O) up 7.1%, one of the biggest gainers

Memory-chip maker Micron (MU.O) up 3%, data-storage cos Western Digital (WDC.O) , Sandisk (SNDK.O) and Seagate Technology (STX.O) up between 3.5%-3.9%

The gains follow last week’s sharp selloff, driven by rising Treasury yields and Fed rate-hike concerns that threatened to increase borrowing costs and curb AI infrastructure spending

As of last close, Philadelphia Semiconductor Index (.SOX) up nearly 60% YTD

### Related Stocks

- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md)
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- [SNDG.US](https://longbridge.com/en/quote/SNDG.US.md)
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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**