{"id":41050,"date":"2025-06-26T11:35:00","date_gmt":"2025-06-26T11:35:00","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/06\/26\/nvidias-3-77-trillion-surge-lifts-asian-chip-stocks-as-ai-optimism-grows\/"},"modified":"2025-06-26T11:35:00","modified_gmt":"2025-06-26T11:35:00","slug":"nvidias-3-77-trillion-surge-lifts-asian-chip-stocks-as-ai-optimism-grows","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/06\/26\/nvidias-3-77-trillion-surge-lifts-asian-chip-stocks-as-ai-optimism-grows\/","title":{"rendered":"Nvidia\u2019s $3.77 trillion surge lifts Asian chip stocks as AI optimism grows"},"content":{"rendered":"
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Chipmakers across Asia rallied on Thursday after Nvidia\u2019s stock closed at a record high, once again positioning the US-based tech firm as the world\u2019s most valuable company. <\/p>\n

With its market capitalisation hitting $3.77 trillion, Nvidia surpassed Microsoft and triggered widespread momentum across the semiconductor sector in Japan, South Korea,<\/a> and Taiwan.<\/p>\n

As investor sentiment shifted on renewed artificial intelligence (AI) demand, key suppliers and partners of Nvidia posted solid gains, even as concerns over trade restrictions to China linger.<\/p>\n

SK Hynix, TSMC, and Foxconn ride Nvidia-linked demand surge<\/h2>\n

South Korea\u2019s SK Hynix, a major supplier of high-bandwidth memory chips used in Nvidia\u2019s AI systems, jumped 3.53% on Thursday. <\/p>\n

Taiwan Semiconductor Manufacturing Company (TSMC), which manufactures Nvidia\u2019s advanced GPUs, climbed 0.47%.<\/p>\n

Hon Hai Precision Industry, better known as Foxconn, gained 0.77%. <\/p>\n

Foxconn is involved in building \u201cAI factories\u201d in collaboration with Nvidia\u2014massive data-processing hubs that integrate Nvidia\u2019s chips for tasks including autonomous driving and training large language models (LLMs).<\/p>\n

These companies have seen increasing investor interest due to their direct ties with Nvidia\u2019s production and deployment pipeline. <\/p>\n

Analysts suggest the broader rally is not just a reflection of Nvidia\u2019s valuation, but a deeper recognition of the crucial role Asian manufacturers play in the global AI hardware ecosystem.<\/p>\n

Japanese chipmakers post sharp gains, Arm exposure lifts SoftBank<\/h2>\n

Several Japanese tech firms with exposure to AI chip development also saw their shares climb. <\/p>\n

Semiconductor equipment maker Advantest surged 3.93%, hitting an all-time high. <\/p>\n

Tokyo Electron and Lasertec rose 2.13% and 1.57% respectively, while Renesas Electronics gained 2.22%.<\/p>\n

SoftBank, which holds a significant stake in UK-based chip designer Arm, advanced 4.38%. <\/p>\n

Arm is viewed as a key beneficiary of the AI boom, especially with companies seeking more power-efficient chip designs for edge computing and AI inference.<\/p>\n

SoftBank\u2019s gains reflect growing investor belief that Arm\u2019s architecture could play a larger role in shaping future AI workloads, especially as competition with Nvidia, AMD and Intel evolves.<\/p>\n

Nvidia\u2019s all-time high renews AI sector confidence despite export curbs<\/h2>\n

Nvidia shares rose more than 4% on Wednesday, closing at $154.31. <\/p>\n

This marked a fresh all-time high, surpassing the previous record of $149.43 set on January 6.<\/p>\n

With this, Nvidia overtook Microsoft in market capitalisation, becoming the most valuable publicly listed company in the world. <\/p>\n

The milestone comes as AI demand continues to expand, lifting confidence in chipmakers despite geopolitical challenges.<\/p>\n

In April, the Trump administration imposed fresh curbs on AI chip exports to China, effectively halting sales of Nvidia\u2019s H20 chips. <\/p>\n

These were designed to meet earlier restrictions, but the latest move blocked their delivery, prompting Nvidia to forecast an $8 billion hit to revenue and a $4.5 billion inventory write-down. <\/p>\n

Even so, investors remain focused on the company\u2019s leading position in AI training and inference chips, especially in data centres and enterprise software.<\/p>\n

Kingsley Jones, CIO at Jevons Global, noted the upbeat mood, citing a fall in trade war concerns. <\/p>\n

He observed that investors are once again backing Japanese, Taiwanese and South Korean chip stocks, which had previously seen volatility due to fears around tariffs and restrictions.<\/p>\n

The post Nvidia\u2019s $3.77 trillion surge lifts Asian chip stocks as AI optimism grows<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Chipmakers across Asia rallied on Thursday after Nvidia\u2019s stock closed at a record high, once again positioning the US-based tech firm as the world\u2019s most valuable company. With its market capitalisation hitting $3.77 trillion, Nvidia surpassed Microsoft and triggered widespread momentum across the semiconductor sector in Japan, South Korea, and Taiwan. As investor sentiment shifted <\/p>\n","protected":false},"author":1,"featured_media":41051,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-41050","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/41050","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=41050"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/41050\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/41051"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=41050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=41050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=41050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}