Speculation in the chip sector does not stop, where Nvidia remains the undisputed queen of semiconductors for AI, but it also challenges the old PC manufacturers, who tremble in the face of competition from an extremely fierce rival. At the Computex show in Taipei, the semiconductor giant for artificial intelligence announced its entry into the PC chip market.
Nvidia challenges Intel and AMD in the heart of personal computing
Nvidia unveiled a new processor called N1X, integrated into an RTX Spark superchip, which will debut this fall on laptops from Microsoft, Dell, HP, ASUS, Lenovo and MSI. It is a chip based on Arm architecture, with which Nvidia enters an arena long dominated by big names such as Intel, Advanced Micro Devices, Qualcomm and Apple. Founder and CEO Jensen Huang called it the first PC line to be completely redesigned and reinvented in 40 years.
On a technical level, the product combines an Nvidia GPU with Blackwell architecture and the new custom Arm-based N1X CPU, designed by Taiwanese MediaTek, with 128 gigabytes of unified memory. At the same time, Huang announced that the Vera CPU for data centers is in full production, with first customers of the caliber of OpenAI, Anthropic and SpaceX, in a sector that the manager estimates is destined to become a 200 billion dollar industry.(1)
The long wave on Asian markets
The announcement triggered a tech rush in Asia. Tokyo advanced by 1%, Hong Kong by 0.8% and Seoul by 4.5%, reaching new historical records, while the MSCI All Country World Index reached new highs at 1,130 points, driven by sentiment in the technology sector after Nvidia’s entry into the PC chip market. In Tokyo Softbank rose to a maximum of 14%, overthrowing Toyota after more than twenty years of being the largest Japanese company. Samsung is the absolute protagonist: the stock gained over 9.6% intraday to a record 347,500 won, bringing the increase since the beginning of the year to 189% and pushing the KOSPI over 4.5% above 8,860 points. LG Electronics closed up 29.9% and Samsung Electronics about 10.1%, with the leaders of the two groups expected to meet with Huang on AI and robotics.
There is no shortage of competitive repercussions: Nvidia’s new superchip has triggered a decline in Qualcomm and Intel shares in the pre-market circuit of the US stock exchange. However, according to experts the news is “positive” as it could strengthen the entire supply chain of Arm-based chips.
Cautious Europe but in positive territory
On the stock exchanges of the Old Continent, the DAX rises by 0.47% to around 25,221 points and the CAC 40 advances by 0.26%, while the FTSE MIB remains essentially flat at around 50,038 points. Among the stocks in the sector, Infineon gains around 1.4%, STMicroelectronics managed to gain 2% before eliminating the advantage and returning to around 59 euros and ASML gives up a fraction of a point. The underlying picture remains solid: the World Semiconductor Trade Statistics estimates global sales of 772 billion dollars in 2025 (+22%) and 975 billion in 2026 (+26.3%).
What prospects?
The sector’s prospects remain anchored to the investment cycle driven by artificial intelligence, with the migration towards Arm architectures opening a new front of competition in the heart of personal computing. On the AI front, the latest round goes to Softbank, which announced that it will invest 75 trillion yen for the development of data centers in France.
