semiconductor / news / / The Hindu Business Line
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.
Asian suppliers now account for about 90% of Nvidia’s production costs, up from 65% last year.
KEY POINTS
- 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
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