AI Chip Demand Stays Strong Amid Correction, with Nvidia, Broadcom, and Cerebras Leading

테크주 | Mon Jul 13 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 sources

While 70% of S&P 500 tech stocks have corrected more than 20% from their highs, AI infrastructure demand remains robust.

Analysis

[S&P 500 Tech Sector] entered a broad correction phase ^[2][11][12]

• 70% of S&P 500 tech stocks fell more than 20% from all-time highs
• VanEck Semiconductor ETF dropped 12% over two weeks
• Volatility expanded
• centered on AI-related stocks

[AI Infrastructure Executives] reaffirmed robust AI compute demand ^[12]

• Pat Gelsinger: 'Demand is nearly infinite
• and energy is the only constraint'
• Cerebras CEO Andrew Feldman: 'Demand significantly exceeds supply'
• Nebius
• Rebellions and others also cited strong demand
• Meta and xAI selling surplus compute viewed as exceptional cases

[Cerebras Systems] signaled major expansion at the Paris Summit ^[1][12]

• A semiconductor startup that went public this year
• Data center AI chip vendor challenging Nvidia
• Stated that demand significantly exceeds supply

[Nvidia, Broadcom, AMD] reshuffled the AI chip top three, with Nvidia and Broadcom leading ^[8][9]

• AMD surged into 2026 while Nvidia relatively lagged
• Broadcom expanding supply of Alphabet TPUs and custom chips for Meta
• Anthropic
• and OpenAI
• Nvidia still dominates the data center GPU market
• AMD flagged for valuation concerns

[Memory & Semiconductor Names] drove a reassessment of individual memory and equipment stocks ^{[3][4][5][6][7]}

• SK Hynix's pivotal role in the global memory industry highlighted
• Sandisk emerging as a buy-the-dip opportunity after correction
• Micron vs AMD compared as AI-related growth stocks
• Lam Research received positive commentary from Jim Cramer
• Intel struggled amid a sharp rotation

[Astera Labs] posted 93% revenue growth as an AI connectivity chipmaker ^[10]

• TTM revenue of $1 billion
• market cap of $69.7 billion
• 386% total shareholder return over one year
• Director Manuel Alba sold $3.9 million in shares under a 10b5-1 plan
• Supplies its Intelligent Connectivity Platform to hyperscalers

Sources

• [1] Cerebras Stock Sends Massive Expansion Signal at Paris Summit - Yahoo Finance
• [2] 70% of S&P 500 Tech Stocks Are Down 20% or More from Their All-Time Highs - Yahoo Finance
• [3] Here’s Why Buying the Dip in Sandisk Stock May Pay Off - Yahoo Finance
• [4] Jim Cramer Explains SK Hynix’s (SKHY) Role In Global Memory Industry - Yahoo Finance
• [5] Intel (INTC) Was A Brutal Rotation, Says Jim Cramer - Yahoo Finance
• [6] Jim Cramer Left Enthused By Lam Research Corporation (LRCX)’s Shares - Yahoo Finance
• [7] Best AI Stock to Buy: Micron Stock vs. AMD Stock - The Motley Fool
• [8] Should You Buy the Dip in Nvidia Stock? - The Motley Fool
• [9] Best Artificial Intelligence (AI) Stock: AMD, Nvidia, or Broadcom - The Motley Fool
• [10] An Astera Labs Insider Sold at $458, but the 93% Revenue Growth Is the Real Story - The Motley Fool
• [11] Meet the Vanguard ETF That Has Crushed the S&P 500 Over the Last 10 Years - The Motley Fool
• [12] ‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’ - CNBC World Markets