Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.

Congress has approved billions to incentivize the Taiwan-based company to build factories in the U.S.

Chinese firms have begun rushing to order Nvidia's H20 AI chips as the company plans to resume sales to mainland China, Reuters reports. The chip giant expects to receive US government licenses soon so that it can restart shipments of the restricted processors just days after CEO Jensen Huang met with President Donald Trump,

Nvidia stock was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on artificial-intelligence processor demand.

The U.S. is reportedly holding up the deal due to concerns that AI chips could be smuggled to China from the UAE.

In the decade since the discovery of Rowhammer, GPUhammer is the first variant to flip bits inside discrete GPUs and the first to attack GDDR6 GPU memory modules. All attacks prior to GPUhammer targeted CPU memory chips such as DDR3/4 or LPDDR3/4.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.