<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>

英偉達

博泰車聯

德賽西威

Nvidia 的物理 AI 推動了合作伙伴的股市反彈。隨着亞洲地區進一步融入這家人工智能芯片巨頭的商業生態系統，受益於與 Nvidia 合作的亞洲股票名單不斷增加。最近一週，韓國 LG 電子、台灣南亞科技以及中國的惠州德賽西威和博泰車聯等公司因與這家美國芯片設計公司達成合作、參與供應鏈或產品合作而股價上漲。數據顯示，亞洲供應商佔 Nvidia 生產成本的約 90%，而去年這一比例為 65%。

- 亞洲企業與 Nvidia Corp 的合作增加，涉及多家重要供應商。  
- 亞太供應商佔 Nvidia 生產成本的 90%，推動技術依賴加深。  
- AI 需求增長，促使亞洲成為重要的供應鏈夥伴。

Nvidia’s push into physical AI sparks rally in partners