C. C. Wei, main enforcement serviceman of Taiwan Semiconductor Manufacturing Co. (TSMC), left, and Jensen Huang, main enforcement serviceman of Nvidia Corp., during the TSMC sports time lawsuit successful Hsinchu, Taiwan, connected Saturday, Nov. 8, 2025.
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Asian spot stocks rallied successful aboriginal trading Thursday aft American AI spot darling Nvidia posted beardown 3rd 4th earnings, successful a motion that AI bubble concerns aren't slowing down the AI industry.
South Korea's SK Hynix pared gains to emergence astir 2%. The representation spot shaper is Nvidia's apical supplier of high-bandwidth representation utilized successful AI applications.
Samsung Electronics, which besides supplies Nvidia with memory, was up much than 5%. The institution has been moving to drawback up to SK Hynix successful high-bandwidth representation to onshore much contracts with Nvidia.
Taiwan Semiconductor Manufacturing Company, the world's largest declaration chipmaker, which produces astir of Nvidia's spot designs, roseate implicit 4% successful Taipei. Hon Hai Precision Industry — besides known arsenic Foxconn, and shaper of server racks designed for AI workloads — climbed 3.28%.
The Asian spot giants' rally comes aft Nvidia's earnings topped Wall Street expectations connected Wednesday, with the institution providing a stronger-than-expected income guidance for the 4th quarter.
Nvidia's income and outlook are intimately watched by the exertion manufacture arsenic a motion of the wellness of the AI boom, and its net travel against the backdrop of caller marketplace fears regarding an AI bubble.
However, the company's beardown results and forecasts should easiness contiguous AI bubble concerns, Rolf Bulk, equity probe expert astatine New Street Research, told CNBC.
"Demand is diversified, with AI-native companies deploying agentic AI solutions, and enterprises progressively integrating AI crossed their existing products and services," Bulk said.
"We expect Nvidia's results to thrust higher net estimates crossed the sector, including for its superior GPU supplier TSMC, representation vendors SK Hynix and Samsung, and the broader Asian subcomponent and assembly worth chain," helium added.
In Tokyo, Renesas Electronics, a cardinal Nvidia supplier, pared gains to emergence 1.51%. Tokyo Electron, which provides indispensable chipmaking instrumentality to foundries that manufacture Nvidia's chips, gained 5.67%. Another Japanese spot instrumentality maker, Lasertec, was up much than 6%.
Japanese tech conglomerate SoftBank skyrocketed astir 7% astatine the unfastened and was past trading 2.66%, though the steadfast recently offloaded its shares of Nvidia. Softbank owns the bulk of British semiconductor institution Arm, which supplies Nvidia with spot architecture and designs.
SoftBank is besides progressive successful a fig of AI ventures that usage Nvidia's technology, including the $500 cardinal Stargate task for information centers successful the U.S.
"There's been a batch of speech astir an AI bubble," Nvidia CEO Jensen Huang told investors connected an net call. "From our vantage point, we spot thing precise different."
— CNBC's Nur Hikmah Md Ali contributed to this story.
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