{"id":90502,"date":"2026-05-05T00:55:36","date_gmt":"2026-05-05T00:55:36","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/nvidias-push-into-physical-ai-sparks-rally-in-asian-partners\/"},"modified":"2026-05-05T00:55:36","modified_gmt":"2026-05-05T00:55:36","slug":"nvidias-push-into-physical-ai-sparks-rally-in-asian-partners","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/nvidias-push-into-physical-ai-sparks-rally-in-asian-partners\/","title":{"rendered":"Nvidia\u2019s push into physical AI sparks rally in Asian partners"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div xmlns:default=\"http:\/\/www.w3.org\/2000\/svg\" data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->(Bloomberg) \u2014 The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further integrates into the AI chip giant\u2019s business ecosystem.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Most Read from Bloomberg<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Just in the past week, South Korea\u2019s LG Electronics Inc. (066570.KS), Taiwan\u2019s Nanya Technology Corp. (2408.TW), as well as China\u2019s Huizhou Desay SV Automotive Co. (002920.SZ) and Pateo Connect Technology Shanghai Corp. (2889.HK)have become the latest to rally on news of tie-ups, supply-chain participation or product collaboration with the US chip designer.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Investor enthusiasm about these firms, some of which are relatively obscure outside the industry or domestic markets, is a reminder of how Nvidia-induced demand is shaping stock performance across Asia\u2019s technology supply chain.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj\" style=\"--max-height: 540px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 540; --img-max-width: 960px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/q0WMoxWGYAgUCXcb3llUUA--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTU0MA--\/https:\/\/media.zenfs.com\/en\/bloomberg_holding_pen_162\/8f2f64eedda7e0a798d244d68f794e05\" alt=\"\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-lglytj  loaded\"\/><\/div>\n<\/div>\n<\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Asian suppliers now account for about 90% of Nvidia\u2019s production costs, up from roughly 65% last year, according to data compiled by Bloomberg. The explosive growth of the chip designer\u2019s products has intensified its reliance on Asian partners that dominate manufacturing, assembly and key components.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u201cIt\u2019s inevitable that global tech companies like Nvidia will continue to ramp up their reliance on Asia supply chain,\u201d said Vey-Sern Ling, managing director at Union Bancaire Privee. Physical AI \u201ccan add on top of the already burgeoning demand from Asia\u2019s supply chains for AI chips,\u201d he added.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Nvidia has expanded its roster of Asian partners in recent years, primarily through deeper chip-focused ties with suppliers such as SK Hynix Inc. and Samsung Electronics Co. While those partnerships concentrated on scaling AI computing power, the latest wave of collaborations in the region pointed to a shift beyond semiconductors into physical AI, including robotics.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Shares of LG Electronics jumped as much as 15% on Tuesday, their biggest intraday gain since Feb. 11, following a domestic media report that the firm and Nvidia will discuss a plan to integrate its home robot with the US chip designer\u2019s platform.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->In Taiwan, Nanya Technology\u2019s shares surged 10% after a local news report on the chipmaker\u2019s collaboration with Nvidia. Elsewhere, China\u2019s Huizhou Desay also saw its stock rally after unveiling a new mass\u2011production intelligent driving solution with Nvidia, while automobile product maker Pateo Connect Technology\u2019s shares soared after the company entered a series of collaborations with Nvidia.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>   <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" data-yga=\"{&quot;yLinkElement&quot;:&quot;readmore&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Story Continues&quot;}\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story Continues<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->A LG Electronics spokesperson said the company can confirm that it recently met with Nvidia, adding that the two companies are exploring strategic collaboration in physical AI, including the robotics ecosystem.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->A representative for Samsung Electronics declined to comment in response to Bloomberg\u2019s queries. Nanya said in an emailed response that it doesn\u2019t comment on customer-related information.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Nvidia\u2019s push into physical AI \u2014 spanning robotics, autonomous systems and AI-enabled manufacturing \u2014 extends its influence beyond chips into real-world deployment, positioning Asia as a critical partner in that expansion. Its Chief Executive Officer Jensen Huang has framed physical AI as the next wave after generative AI.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u201cIncreasing and broadening demand is creating opportunities across industries for more tech suppliers to join the supply chain as AI buildout continues globally,\u201d said Marvin Chen, a strategist at Bloomberg Intelligence. \u201cIt means that tech heavy north Asian markets may continue to outperform.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The latest capital expenditure guidance from US tech giants shows AI spending is accelerating, with Amazon.com Inc. (AMZN), Microsoft Corp. (MSFT) and Alphabet Inc. (GOOG, GOOGL) each committing roughly $190 billion to $200 billion for this year and Meta Platforms Inc. (META) raising its outlays to as much as $145 billion.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 714px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 714; --img-max-width: 960px;\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"lazy\" height=\"714\" width=\"960\" class=\"yf-lglytj loader\"\/><\/div>\n<\/div>\n<\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Nvidia accounts for about half of Microsoft\u2019s capital expenditure and roughly a quarter of Amazon\u2019s, with a smaller but still leading share at Meta and Alphabet, based on calculations of data compiled by Bloomberg.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Meanwhile, Hon Hai is a consistent secondary beneficiary, particularly at Microsoft and Amazon, while SK Hynix takes a mid-single-digit share across companies.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Surging demand has shown up in the results of those suppliers. Samsung\u2019s semiconductor arm beat expectations last week with a 48-fold jump in profit. A few days earlier, SK Hynix reported a five-fold increase in quarterly earnings.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u201cAsia\u2019s technology base is a structurally important advantage, particularly as AI creates new demand across semiconductors, components, servers and broader hardware infrastructure,\u201d said Rajeev De Mello, a portfolio manager at Gama Asset Management SA. \u201cAsia has already developed significant experience and supply chains to build advanced semiconductors, and robots, which is a strong base for implementing physical AI.\u201d<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u2014With assistance from Debby Wu, Neil Campling and Yoolim Lee.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Most Read from Bloomberg Businessweek<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->\u00a92026 Bloomberg L.P.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Bloomberg) \u2014 The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further integrates into the AI chip giant\u2019s business ecosystem. Most Read from Bloomberg Just in the past week, South Korea\u2019s LG Electronics Inc. (066570.KS), Taiwan\u2019s Nanya Technology Corp. (2408.TW), as well as China\u2019s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":90503,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[7872,596,7871,7875,7876,2108,7873,7870,7874,144,7869,1876],"class_list":["post-90502","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-asian-suppliers","tag-bloomberg","tag-business-ecosystem","tag-chip-designer","tag-collaboration","tag-generative-ai","tag-huizhou-desay-sv-automotive-co","tag-lg-electronics-inc","tag-nanya-technology","tag-nvidia","tag-pateo-connect-technology-shanghai-corp","tag-supply-chain"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/05\/c0bf5a5f376566b4f04867541ede87ed.jpeg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/90502","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=90502"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/90502\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/90503"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=90502"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=90502"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=90502"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}