AI rally ripples through chip supply chain, minting new winners

Bloomberg reports the AI-driven rally that has lifted Nvidia is spreading deeper into the chip supply chain, boosting shares of key suppliers. Chipmakers such as Taiwan Semiconductor Manufacturing Co. (TSM.N), Samsung and SK Hynix have surged amid a global chip shortage, with many suppliers hitting record highs as demand for AI chips climbs. The piece highlights how the AI boom is creating new winners beyond Nvidia, pushing Asian markets and parts of the semiconductor ecosystem higher and reshaping investor focus toward memory, fabs and other upstream vendors.