NuAxiSemiconductor trade intelligence

Nvidia crisis sends AMD up 30%, Broadcom up 24%

What happened

According to a GuruFocus article (November 13, 2026), after Nvidia CEO Jensen Huang resigned, investors looked to alternative chipmakers: AMD surged 30% this week, Broadcom jumped 24% and Taiwan Semiconductor Manufacturing Co rose 11%, while Nvidia shares dropped 11% in the same period. The leadership shift has prompted worries about whether Nvidia can maintain its edge in AI chips and secure production capacity. Analysts claimed Huang's contacts with vendors helped Nvidia obtain vital components ahead of competitors, and his departure might give AMD and other chipmakers a chance to boost their market positions; big IT firms building their own specialized AI chips to reduce dependency on Nvidia would also help Broadcom. Other semiconductor stocks joined the rotation: Texas Instruments increased 13%, Analog Devices rose 12% and Infineon jumped 14%. Despite the move, researchers predict AI infrastructure investment to continue to increase until 2027. When Nvidia reports results on Nov. 17, investors will look for news on leadership, demand and competitive strategy.