Hong Kong, 3 May 2026 – Asian technology stocks rallied after Nvidia’s expanding reliance on regional suppliers reinforced the view that Asia has become the central production backbone of the global artificial intelligence boom.
Investor sentiment strengthened after reports that Nvidia’s supply-chain reliance on Asia has increased to about 90 percent, underscoring how deeply the US AI-chip giant depends on the region for advanced semiconductor manufacturing, memory chips, servers, cooling systems, components and electronics assembly. The development widened the list of Asian companies seen as potential beneficiaries of Nvidia’s growth, extending the rally beyond the region’s most obvious chip leaders.
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