Nvidia shares rally overnight lifts Asian chip stocks

On April 16, 2025, a semiconductor wafer is exhibited in Taiwan, an annual exhibition in Taipei, Taiwan.
Ann Wang | Reuters
The chip stocks in Asia broke a record on Thursday to get back the title of the most valuable company of the world’s shares of artificial intelligence lover Nvidia.
South Korea’s SK Hynix shares, which supplies memory chips to Nvidia, won 3.53%. TSMC, which produces high -performance graphic processing units, which helps to strengthen NVIDIA’s large language models, has seen a smaller increase of 0.47%.
Hon Hai’s sensitive industry, also known as Foxconn, was 0.77% higher. He has a strategic partnership with Nvidia “AI Factories” It includes Nvidia’s chips into a series of applications, Including electric vehicles and llms.
The rise of Nvidia created a wider optimism around the artificial intelligence industry, as several Japanese chip stocks increased.
The semiconductor test equipment supplier Advantest won 3.93% to rise to a record level. With a shares in the British Chip Designer Arm, the Japanese technology Holding Softbank saw that shares jumped 4.38%.
Tokyo Electron and Lasertec increased by 2.13% and 1.57%, respectively. Renesas Electron added 2.22%.
“The improvement in Asian chip stocks reflects the confidence in the continuous expansion of AI demand.” He said.
“Tariff fears seem to have diminished, and therefore Japanese, South Korea and Taiwan names have returned to the menu.” He said.
Nvidia shares increased over 4% in the state of Wednesday and for the first time since January, the highest level of all time.
The stock ended at $ 154.31 and completed its previous record from January 6 to $ 149.43. With a market value of $ 3.77 trillion, Nvidia is now the most valuable company in the world by crossing Microsoft.
Despite export restrictions on China, the rally reflects the trust of the investor, which increases the control of the chip producer in artificial intelligence.
In April, the Trump administration implemented new regulations that prevented the sales of NVIDIA’s H20 AI chip, designed to comply with previous restrictions. Nvidia said last month that the movement would result in a 8 billion dollar coup and an inventory writing discount of $ 4.5 billion.
Kif Leswing from CNBC contributed to this report.