Intel Stock Surges 114% in April as AI Chip Market Shifts to Inference Processors

According to The New York Times, Intel stock surged 114% in April with year-to-date gains exceeding 214%, significantly outperforming Nvidia on May 15. The article notes that the AI chip rally is expanding from training processors to inference chips, prompting a repricing of semiconductor companies.

Samsung Electronics, SK Hynix, and Taiwan Semiconductor Manufacturing Company (TSMC) are also rallying, benefiting from expanded AI computing demand. The shift in the semiconductor supply chain is driving broader regional stock market strength, with AI and oil prices emerging as dual drivers of global market differentiation.