Nvidia partnerships drive rally in Asian suppliers

Shares of Asian tech firms including LG Electronics, Nanya Technology, Huizhou Desay SV Automotive and Pateo Connect rose after announcements linked them to Nvidia partnerships in robotics, chips, and intelligent driving.

LG climbed as much as 15% and Nanya gained about 10%, while others also advanced after disclosing Nvidia-related products or collaborations.

The moves highlight how Nvidia-driven demand is shaping stock performance across Asia’s technology supply chain.

Asian suppliers now account for about 90% of Nvidia’s production costs, up from roughly 65% last year, according to data compiled by Bloomberg. The company has expanded its regional partnerships beyond semiconductors into physical AI, including robotics.

🔗 Source: Bloomberg

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LG and Nvidia are working on robots and data centers

LG and Nvidia are already putting physical AI projects into practice, with work moving past early talks 1.
LG uses Nvidia’s Isaac robotics platform, a software and tools suite for building and training robots, in digital twin environments. It also uses Nvidia’s Omniverse, a platform for creating virtual versions of real-world spaces plus equipment, to model factories plus equipment for production simulations 2.
The tie-up also reaches the AI data center supply chain. LG is developing server cooling products and seeking certification for chillers plus coolant distribution units (CDUs), which move cooling liquid through servers and related equipment 2.
LG says this cooling segment has grown about threefold from a year earlier. It estimates the chiller market will rise from US$1.6 billion in 2026 to US$12.7 billion by 2030 2.

Nvidia is moving from chip sales to full platforms

Nvidia is shifting from component sales toward broader platforms that aim to keep customers as long-term partners 3.
LG is adopting Nvidia tools like Isaac for robotics plus Omniverse for digital twins instead of building every core AI system on its own 2.
That approach deepens Nvidia’s ecosystem. Microsoft and Amazon are among cloud companies setting aside about US$650 billion for AI spending this year, which lifts demand for systems made by partners like Hon Hai, the Taiwanese electronics manufacturer also known as Foxconn 4.
Asia’s concentration also brings risk. SK Hynix, the South Korean memory chipmaker, said March-quarter operating income got a lift in part from stockpiling ahead of US tariffs, a sign that geopolitical strains can hit the AI hardware boom 5.