
Asian chip stocks rally as Super Micro forecast revives AI demand optimism
Investing.com -- Asian chipmakers and artificial intelligence-related stocks rallied on Wednesday after stronger-than-expected preliminary revenue guidance from Super Micro Computer offered relief to investors concerned about the sustainability of spending on AI infrastructure.
South Korea’s KOSPI jumped 4.6% to 5,805.63, while Japan’s Nikkei 225 rose 1.7% to 65,162. South Korea’s Samsung Electronics climbed 6.2% and SK Hynix gained 6.5%, while Japan’s Kioxia Holdings rose 4%, TDK advanced 3.5% and Murata Manufacturing added 3.7%.
Super Micro said it expects revenue for the first quarter of fiscal 2027, ended September 30, to range between $18.5 billion and $19.5 billion, well above its previous forecast of $14.5 billion to $15.5 billion and analyst expectations of around $15 billion.
The company also raised its preliminary gross margin outlook to 12%–12.5%, from 10.4%–10.8%, citing a more favourable customer and product mix.
The AI server maker’s shares rose about 12% in after-hou
















