C. C. Wei, chief govt officer of Taiwan Semiconductor Manufacturing Co. (TSMC), left, and Jensen Huang, chief govt officer of Nvidia Corp., through the TSMC sports activities day occasion in Hsinchu, Taiwan, on Saturday, Nov. 8, 2025.
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Asian chip shares rallied in early buying and selling Thursday after American AI chip darling Nvidia posted robust third quarter earnings, in an indication that AI bubble considerations aren’t slowing down the AI business.
South Korea’s SK Hynix popped round 4%. The reminiscence chip maker is Nvidia’s high provider of high-bandwidth reminiscence utilized in AI purposes.
Samsung Electronics, which additionally provides Nvidia with reminiscence, was up almost 4%. The corporate has been working to catch as much as SK Hynix in high-bandwidth reminiscence to land extra contracts with Nvidia.
Taiwan Semiconductor Manufacturing Firm, the world’s largest contract chipmaker, which produces most of Nvidia’s chip designs, rose 4% in Taipei. Hon Hai Precision Business — also called Foxconn, and producer of server racks designed for AI workloads — climbed 3.28%.
The Asian chip giants’ rally comes after Nvidia’s earnings topped Wall Avenue expectations on Wednesday, with the corporate offering a stronger-than-expected gross sales steerage for the fourth quarter.
Nvidia’s gross sales and outlook are intently watched by the know-how business as an indication of the well being of the AI increase, and its earnings come in opposition to the backdrop of latest market fears relating to an AI bubble.
Nevertheless, the corporate’s robust outcomes and forecasts ought to ease instant AI bubble considerations, Rolf Bulk, fairness analysis analyst at New Avenue Analysis, instructed CNBC.
“Demand is diversified, with AI-native firms deploying agentic AI options, and enterprises more and more integrating AI throughout their present services and products,” Bulk stated.
“We count on Nvidia’s outcomes to drive increased earnings estimates throughout the sector, together with for its main GPU provider TSMC, reminiscence distributors SK Hynix and Samsung, and the broader Asian subcomponent and meeting worth chain,” he added.
In Tokyo, Renesas Electronics, a key Nvidia provider, added about 4%. Tokyo Electron, which supplies important chipmaking tools to foundries that manufacture Nvidia’s chips, gained 5.87%. One other Japanese chip tools maker, Lasertec, was up about 6%.
Japanese tech conglomerate SoftBank skyrocketed almost 7%, although the agency just lately offloaded its shares of Nvidia. Softbank owns nearly all of British semiconductor firm Arm, which provides Nvidia with chip structure and designs.
SoftBank can also be concerned in various AI ventures that use Nvidia’s know-how, together with the $500 billion Stargate venture for knowledge facilities within the U.S.
“There’s been numerous speak about an AI bubble,” Nvidia CEO Jensen Huang instructed buyers on an earnings name. “From our vantage level, we see one thing very completely different.”