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Chip Stocks Rise on Nvidia Investment in Intel — Update

Provided by Dow Jones Sep 18, 2025, 3:07:00 PM

By Nicholas G. Miller

Shares of some companies in the chip industry rose Thursday after Nvidia said it was investing $5 billion in Intel.

Applied Materials shares rose 6%. Micron Technology gained 5.2%. ON Semiconductor shares increased 4.9%. KLA Corp. shares rose 7.7%. Lam Research gained 4.6%. Cadence Design Systems rose 4.2%. Synopsys surged 10%.

Intel's stock rose 26% after Nvidia said it would take a stake in the troubled chipmaker as part of a collaboration to produce chips for AI and PCs.

Wedbush analysts said in a note Thursday that the Nvidia investment in Intel was a boon for the entire U.S. tech industry, helping transition Intel from "laggard to catalyst" in the development of the AI industry in the U.S.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

September 18, 2025 11:07 ET (15:07 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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