Shares in chipmakers underpinning AI boom rocket in first half of 2026

As the first half of twenty twenty-six comes to a close, chipmakers have dominated investor attention. According to The Guardian, shares in semiconductor and memory chip manufacturers have tripled—or more—as money poured into companies supplying the hardware fueling the artificial intelligence boom. Investors shifted away from some major software companies this year, directing capital instead toward semiconductor makers whose profits have soared. The rally has driven Asia Pacific stock markets sharply higher, underscoring how the AI surge is reshaping technology investing—less love for the software layer, much more for the silicon underneath.

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