<div id="readability-page-1"><div> The list of Asian stocks that benefit from business partnership with Nvidia Corp is getting longer, as the region further integrates into the artificial intelligence (AI) chip giant’s business ecosystem.Just in the past week, South Korea’s LG Electronics Inc, Taiwan’s Nanya Technology Corp (南亞科技), as well as China’s Huizhou Desay SV Automotive Co (德賽西威) and Pateo Connect Technology Shanghai Corp (博泰車聯) have become the latest to rally on news of tie-ups, supply-chain participation or product collaboration with the US chip designer.Asian suppliers account for about 90 percent of Nvidia’s production costs, up from about 65 percent last year, data compiled by Bloomberg showed. The explosive growth of the chip designer’s products has intensified its reliance on Asian partners that dominate manufacturing, assembly and key components.“It’s inevitable that global tech companies like Nvidia will continue to ramp up their reliance on Asia supply chain,” Union Bancaire Privee SA managing director Ling Vey-sern (凌煒森) said. Physical AI “can add on top of the already burgeoning demand from Asia’s supply chains for AI chips,” he added.Nvidia has expanded its roster of Asian partners over the past few years, primarily through deeper chip-focused ties with suppliers such as Taiwan Semiconductor Manufacturing Co (台積電), 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.The company’s push into physical AI — spanning robotics, autonomous systems and AI-enabled manufacturing — extends its influence beyond chips into real-world deployment, positioning Asia as a critical partner in that expansion. Nvidia CEO Jensen Huang (黃仁勳) has framed physical AI as the next wave after generative AI.“Increasing and broadening demand is creating opportunities across industries for more tech suppliers to join the supply chain as AI buildout continues globally,” Bloomberg Intelligence strategist Marvin Chen (陳明康) said. “It means that tech heavy north Asian markets may continue to outperform.”The latest capital expenditure guidance from US tech giants showed that AI spending is accelerating, with Amazon.com Inc, Microsoft Corp and Alphabet Inc each committing about US$190 billion to US$200 billion for this year, and Meta Platforms Inc raising its outlays to as much as US$145 billion.Nvidia accounts for about half of Microsoft’s capital expenditure and roughly one-quarter of Amazon’s, with a smaller but still leading share at Meta and Alphabet, based on calculations of data compiled by Bloomberg.Meanwhile, Hon Hai Precision Industry Co (鴻海精密), known internationally as Foxconn Technology Group (富士康科技集團), is a consistent secondary beneficiary, particularly at Microsoft and Amazon, while SK Hynix takes a mid-single-digit share across companies.“Asia’s technology base is a structurally important advantage, particularly as AI creates new demand across semiconductors, components, servers and broader hardware infrastructure,” Gama Asset Management SA portfolio manager Rajeev De Mello said. “Asia has already developed significant experience and supply chains to build advanced semiconductors and robots, which is a strong base for implementing physical AI.” </div></div>

英伟达

博泰车联

德赛西威

Nvidia 的物理 AI 推动了合作伙伴的股市反弹。随着亚洲地区进一步融入这家人工智能芯片巨头的商业生态系统，受益于与 Nvidia 合作的亚洲股票名单不断增加。最近一周，韩国 LG 电子、台湾南亚科技以及中国的惠州德赛西威和博泰车联等公司因与这家美国芯片设计公司达成合作、参与供应链或产品合作而股价上涨。数据显示，亚洲供应商占 Nvidia 生产成本的约 90%，而去年这一比例为 65%。

- 亚洲企业与 Nvidia Corp 的合作增加，涉及多家重要供应商。  
- 亚太供应商占 Nvidia 生产成本的 90%，推动技术依赖加深。  
- AI 需求增长，促使亚洲成为重要的供应链伙伴。

Nvidia’s push into physical AI sparks rally in partners