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The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem. Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI — The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates … NVIDIA’s push into “physical AI” is fuelling a broad rally across its Asian supply chain partners, as investors position for a deeper regional role in the US chipmaker’s expanding ecosystem. 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. (Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on. Nvidia's increasing focus on physical AI has led to a surge in its reliance on Asian partners, who now account for about 90% of the company's production costs. Nvidia's physical AI expansion drives stock rallies across Asian chip and robotics partners, reinforcing its supply-chain dependency moat beyond generative AI.

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