# N Nvidia (NVDA) is driving strong demand across Asia, and more stocks in the region are now moving in step with the company.

*semiconductor · news · 2026-05-03 · Markets Insider*

## Key points

- Suppliers in Asia now account for about 90% of Nvidia’s production costs, up from 65% last year.
- Nvidia is expanding beyond chips into physical AI, including robotics and self-driving systems.
- Firms like LG Electronics, Nanya Technology, and Pateo Connect Technology saw shares rise due to new Nvidia ties.
- Samsung Electronics and SK Hynix both reported strong profit growth linked to rising AI sector demand.

**Companies:** Nvidia, LG Electronics, Samsung Electronics, SK Hynix, Nanya Technology, Pateo Connect Technology
**Countries:** USA, China, South Korea, India

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/nvidia-s-nvda-asia-supply-chain-boom-lifts-tech-stocks-as-ai-spending-rises-1036098182)

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