Semiconductor stocks climbed in morning trading.Nvidia,AMD,GlobalFoundries,TSMC,ASML,Micron Technology and Qualcomm rose between 2% and 11%.
Nvidia reported record sales and beat on earnings again;
Ford explores buying chips directly from GlobalFoundries to offset shortage;
ASML sees around $2.27 bln in sales in China in 2021, 2022 - CFO.