# South Korea's LG Electronics Inc., Taiwan's Nanya Technology Corp. and China's Huizhou Desay SV Automotive Co. have become the latest to rally on news of tie-ups.

*semiconductor · news · 2026-05-03 · The Hindu Business Line*

## Key points

- Asian suppliers 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 real-world deployments in Asia.
- LG Electronics, Nanya Technology, Huizhou Desay, and Pateo Connect Technology are recent Nvidia collaborators.
- Nvidia represents about half of Microsoft’s capital expenditure and a quarter of Amazon’s AI budget.
- Samsung’s semiconductor profits rose 48-fold and SK Hynix’s earnings increased five-fold due to Nvidia-related demand.

**Companies:** Nvidia Corp., Samsung Electronics Co., Amazon.com Inc., Microsoft Corp., Alphabet Inc., Meta Platforms Inc., LG Electronics Inc., Nanya Technology Corp., SK Hynix Inc., Huizhou Desay SV Automotive Co., Pateo Connect Technology Shanghai Corp., Hon Hai
**Countries:** South Korea, Taiwan, China, United States

[Read the full story on The Hindu Business Line](https://www.thehindubusinessline.com/info-tech/nvidias-push-into-physical-ai-sparks-rally-in-asian-partners/article70934486.ece)

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