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The AI trade is evolving—and it's no longer just about GPUs. In this segment, Yahoo Finance Senior Reporter Ines Ferré breaks down why chip stocks have surged this year and how demand for AI infrastructure is creating new bottlenecks across the semiconductor industry.

Chevron and Micron ride energy strength and AI chip demand, with strong earnings momentum and sector tailwinds positioning both stocks for May upside.

Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.

Southeast Asian countries should aim to build ​more semiconductor fabrication plants in the coming ‌decade to help the sector diversify and reduce supply risks, the head of global chip industry group SEMI said ​on Tuesday.

Semiconductor stocks have been surging this spring, as the AI boom stays strong in the face of geopolitical pressures.