TechInsights has released preliminary findings from their teardown analysis of NVIDIA’s Blackwell HGX B200 platform, highlighting significant advancements in AI and high-performance computing within data centers. Among the noteworthy innovations, SK hynix provides high-bandwidth memory (HBM3E) for NVIDIA’s GB100 graphics processing unit (GPU), which integrates TSMC’s cutting-edge packaging architecture. This GPU marks the first commercial implementation of TSMC’s CoWoS-L packaging technology, a leap forward in multi-die GPU configurations. As this analysis continues, it sheds light on the intricate design and technological relationships that underpin modern semiconductor advancements in AI chips.

• NVIDIA last closed at $112.20 up 1.3%.

• Taiwan Semiconductor Manufacturing last closed at NT$856.00 down 2.4%.

• SK hynix last closed at ₩173,600 down 3.9%.

In other trading, ASM International was trading firmly up 5.8% and ending the day at €408.00. At the same time, Disco lagged, down 8% to end trading at ¥25,990.

Doubling high-bandwidth memory revenue as data centers increase AI investments highlights SK hynix’s growth potential. Discover SK hynix’s strategic moves in the full company narrative.

Don’t miss our Market Insights article on AI Chips, with critical analysis of DeepSeek’s disruptive impact on the AI ecosystem.

Best AI Chip Stocks

• Advanced Micro Devices settled at $95.29 up 0.8%. Two days ago, AMD announced its next-gen EPYC processor, the first in the industry on TSMC’s 2nm process, advancing its data center CPU roadmap.

• QUALCOMM closed at $138.60 down 0.4%.

• Intel closed at $19.85 down 2.3%. This week, Intel is reportedly close to selling a majority stake in its programmable chips unit to Silver Lake.

Taking Advantage

• Click here to unveil our expertly curated list of 47 AI Chip Stocks including Cambricon Technologies, Applied Materials and Entegris.

• Searching for a Fresh Perspective? The end of cancer? These 23 emerging AI stocks are developing tech that will allow early idenification of life changing disesaes like cancer and Alzheimer’s.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.