finance
Five non-U.S. stocks rise sharply on AI hardware demand
Five companies outside the United States posted gains between 345% and 660% in the first half of 2026 as spending on AI infrastructure increased. The companies supply components used in servers and data centers.
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Five companies tracked by MSCI's All Country World Investable Market Index recorded the largest gains among non-U.S. stocks in the first half of 2026. Each firm supplies parts used in AI servers and data centers. The companies produce semiconductor substrates, memory chips, circuit-board materials, capacitors, and printed circuit boards.
Demand for these components rose as hyperscalers and other buyers expanded computing capacity.
Market performance Samsung Electro-Mechanics shares increased 660% during the period. The company makes substrates that connect chips to circuit boards and multilayer ceramic capacitors used in servers. Kioxia Holdings shares rose about 631%. The Japanese memory-chip maker produces NAND flash memory and storage products for AI servers.
Additional gainers Kingboard Laminates shares climbed about 535%.
The company supplies materials for printed circuit boards that allow chips to communicate. Yageo Corporation shares increased about 357%. The company manufactures capacitors, resistors, and temperature sensors used in AI hardware. Unimicron Technology shares rose about 345%. The company produces printed circuit boards and IC substrates that connect processors to servers.
