US Stock Market Move | The semiconductor sector started strong, with American company AMD rising more than 5%.

On Wednesday, the semiconductor sector started strong, with Arm Holdings (ARM.US) surging over 16%, AMD (AMD.US) and Intel Corporation (INTC.US) rising over 5%, and NVIDIA Corporation (NVDA.US), Qualcomm (QCOM.US), and Texas Instruments Incorporated (TXN.US) rising nearly 2%. On the news front, Arm Holdings announced at a strategic event in San Francisco that they will enter the field of physical chip manufacturing and launch the Arm AGI CPU optimized for AI. This major strategic shift aims to break the growth bottleneck of the traditional IP licensing model, capture the AI computing market dividend through direct sales of high-value hardware, and is expected to drive the company's total revenue to $25 billion by the fiscal year 2031. Evercore ISI analyst Mark Lipacis praised Arm enthusiastically, likening it to NVIDIA Corporation ten years ago. Furthermore, the global central processing unit (CPU) supply shortage is worsening, with Intel Corporation and AMD reportedly informing customers that prices for all series of CPUs will be raised in March and April.