The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Just in the past week, South Korea’s LG Electronics, Taiwan’s Nanya Technology, as well as China’s Huizhou Desay SV Automotive and Pateo Connect Technology Shanghai have become the latest to rally on news of tie-ups, supply-chain participation or product collaboration with the U.S. chip designer.Asian suppliers now account for about 90 per cent of Nvidia’s production costs, up from roughly 65 per cent last year, according to data compiled by Bloomberg. 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,” said Ling Vey-Sern, managing director at Union Bancaire Privee. 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 in recent years, primarily through deeper chip-focused ties with suppliers such as SK Hynix and Samsung Electronics. 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
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