CC Wei, CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), and Jensen Huang, CEO of Nvidia Corporation, walked out during the TSMC sports day event held in Hsinchu, Taiwan on Saturday, November 8, 2025.
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Asian chip stocks rose in early trading Thursday on the popularity of American AI chips Nvidia reported strong third-quarter profits, showing that concerns about an AI bubble have not slowed the AI industry’s momentum.
South Korea’s SK Hynix pared its gains, rising nearly 2%. The memory chip maker is Nvidia’s top supplier of high-bandwidth memory used in AI applications.
samsung electronicsThe company, which also supplies memory to Nvidia, rose more than 5%. The company has been working to catch up with SK Hynix in high-bandwidth memory in order to win more contracts with Nvidia.
Taiwan semiconductor manufacturing companyThe world’s largest contract chipmaker, which produces most of Nvidia’s chip designs, rose more than 4% in Taipei. Hon Hai Precision Industries (also known as Foxconn), a maker of server racks designed for AI workloads, rose 3.28%.
The Asian chip giant’s stock price rally came after Nvidia’s profits beat Wall Street expectations on Wednesday and the company gave a stronger-than-expected revenue outlook for the fourth quarter.
Nvidia’s sales and outlook have been closely watched by the tech industry as a sign of the health of the AI boom, and its earnings come against the backdrop of recent market concerns about the AI bubble.
However, Rolf Balck, equity research analyst at New Street Research, told CNBC that the company’s strong performance and outlook should ease any immediate concerns about an AI bubble.
“Demands are diversifying, AI-native companies are introducing agent-based AI solutions, and companies are increasingly integrating AI into their existing products and services,” Baruch said.
“We expect NVIDIA’s performance to lift earnings expectations across the sector, including major GPU supplier TSMC, memory vendors SK Hynix and Samsung, and the broader Asian subcomponent and assembly value chain,” he added.
In Tokyo, Renesas ElectronicsNvidia’s main supplier rose 1.51% net of earnings. Tokyo ElectronNvidia, which provides essential chip manufacturing equipment to foundries that make chips, rose 5.67%. Also a Japanese chip equipment manufacturer, laser techup more than 6%.
Japanese technology conglomerate Softbank The company recently sold its Nvidia stock, but the stock price has soared nearly 7% and was up 2.66% in the last session. Softbank owns majority of UK semiconductor company armsupplies chip architecture and design to Nvidia.
SoftBank is also involved in a number of AI ventures using Nvidia technology, including the $500 billion Stargate project for U.S. data centers.
“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors during an earnings call. “From our perspective, we see something completely different.”
—CNBC’s Nur Hikmah Md Ali contributed to this article.
