The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem. Just in the past week, South Korea’s LG Electronics Inc. , Taiwan’s Nanya Technology Corp. , as well as China’s Huizhou Desay SV Automotive Co. and Pateo Connect Technology Shanghai Corp. have become the latest to rally o...
The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem. Just in the past week, South Korea’s LG Electronics Inc. , Taiwan’s Nanya Technology Corp. , as well as China’s Huizhou Desay SV Automotive Co. and Pateo Connect Technology Shanghai Corp. have become the latest to rally on news of tie-ups, supply-chain participation or product collaboration with the US chip designer. Investor enthusiasm about these firms, some of which are relatively obscure outside the industry or domestic markets, is a reminder of how Nvidia-induced demand is shaping stock performance across Asia’s technology supply chain. Asian suppliers now account for about 90% of Nvidia’s production costs, up from roughly 65% last year, according to data compiled by Bloomberg. The explosive growth of the chip designer’s products has intensified its reliance on Asian partners that dominate manufacturing, assembly and key components. “It’s inevitable that global tech companies like Nvidia will continue to ramp up their reliance on Asia supply chain,” said Vey-Sern Ling , managing director at Union Bancaire Privee. Physical AI “can add on top of the already burgeoning demand from Asia’s supply chains for AI chips,” he added. Nvidia has expanded its roster of Asian partners in recent years, primarily through deeper chip-focused ties with suppliers such as SK Hynix Inc. and Samsung Electronics Co. While those partnerships concentrated on scaling AI computing power, the latest wave of collaborations in the region pointed to a shift beyond semiconductors into physical AI, including robotics. Shares of LG Electronics jumped as much as 15% on Tuesday, their biggest intraday gain since Feb. 11, following a domestic media report that the firm and Nvidia will discuss a plan to integrate its home robot with the US chip designer’s platform. In Taiwan, Nanya Technology’s shares surged 10% after a lo...
(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilip...
(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re
(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilip...
(Bloomberg) -- The list of Asian stocks that benefit from business partnership with Nvidia Corp. is getting longer, as the region further integrates into the AI chip giant’s business ecosystem.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Re
On May 1, 2026, WIN Advisors disclosed a new position in the Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 469,067 shares in an estimated $13.13 million trade based on quarterly average pricing. According to an SEC filing dated May 1, 2026, WIN Advisors, Inc established a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 469,067 shares. The estim...
On May 1, 2026, WIN Advisors disclosed a new position in the Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 469,067 shares in an estimated $13.13 million trade based on quarterly average pricing. According to an SEC filing dated May 1, 2026, WIN Advisors, Inc established a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 469,067 shares. The estimated transaction value was $13.13 million, calculated using the average closing price for the first quarter of 2026. The stake was valued at $14.55 million at the end of the quarter, reflecting both trading activity and price changes. The Harbor Commodity All-Weather Strategy ETF (HGER) is a diversified commodity ETF designed to provide inflation-sensitive exposure by systematically allocating across major liquid commodity futures. The fund’s quantitative methodology emphasizes economic significance, liquidity, and inflation sensitivity, with dynamic gold weighting based on proprietary indicators. HGER’s structure allows investors to access broad commodity strategies efficiently, while its strong one-year total return and above-average yield underscore its competitive positioning among inflation-hedging ETFs. Continue reading
First US Integrated Humanoid Robot Factory To Build 100,000 NEO Robots By 2027 Authored by Neetika Walter via Interesting Engineering , U.S.-based robotics firm 1X has started full-scale production of its humanoid robot NEO at a new manufacturing facility in Hayward, California. The factory marks a key step toward commercializing general-purpose humanoid robots designed for home use. The company s...
First US Integrated Humanoid Robot Factory To Build 100,000 NEO Robots By 2027 Authored by Neetika Walter via Interesting Engineering , U.S.-based robotics firm 1X has started full-scale production of its humanoid robot NEO at a new manufacturing facility in Hayward, California. The factory marks a key step toward commercializing general-purpose humanoid robots designed for home use. The company says the robots are built to safely operate alongside humans and assist with everyday tasks such as mobility support, light household activity, and routine interaction. NEO robot units working at the NEO Factory in Hayward, California. 1X on YouTube Spanning 58,000 square feet, the facility currently employs more than 200 workers and is expected to expand further as production scales . It has the capacity to produce up to 10,000 robots annually, with plans to increase output beyond 100,000 units by 2027. The setup is designed for rapid iteration as hardware and AI systems evolve. The company has already seen strong early demand. It said its first-year production capacity of over 10,000 units sold out within five days of launch in October, signaling early commercial interest in humanoid home robotics. Full-stack manufacturing push A key feature of the factory is its vertically integrated production model. 1X designs and manufactures core components in-house, including motors, batteries, sensors, structures, and transmission systems. This approach allows the company to control the entire production process, from raw material handling to final assembly. It also reduces reliance on external suppliers and supports faster iteration cycles, especially for hardware upgrades and safety improvements. “ We’re building the world’s safest, most reliable humanoid robots—right here in Hayward, California, ” said Vikram Kothari, VP of Manufacturing & Hardware. The company says its setup includes automated motor manufacturing lines and systems that handle precision tasks such as copper coil ...
April was a generally strong month for U.S. stocks, with the S&P 500 index gaining nearly 10%. As ever, though, a rising market doesn't guarantee a rising share price. One notable outlier during the month was do-it-yourself web design company Wix.com (NASDAQ: WIX) , which fell by more than 17%. Much of the decline was due to a new product rollout from high-profile artificial intelligence (AI) mode...
April was a generally strong month for U.S. stocks, with the S&P 500 index gaining nearly 10%. As ever, though, a rising market doesn't guarantee a rising share price. One notable outlier during the month was do-it-yourself web design company Wix.com (NASDAQ: WIX) , which fell by more than 17%. Much of the decline was due to a new product rollout from high-profile artificial intelligence (AI) model developer Anthropic. After several weeks of speculation, the company formally announced the rollout of Claude Design. This is an AI-powered product that, in its maker's words, allows users "to create polished visual work like designs, prototypes, slides, one-pagers, and more." Image source: Getty Images. Continue reading
Golden Tempo has won the Kentucky Derby at odds of 23-1 to make Cherie DeVaux the first woman to train the winner of the opening leg of the Triple Crown. (Image credit: Jeff Roberson)
Golden Tempo has won the Kentucky Derby at odds of 23-1 to make Cherie DeVaux the first woman to train the winner of the opening leg of the Triple Crown. (Image credit: Jeff Roberson)
Amazon.com Inc. made up over 50% of Rivian Automotive Inc.‘s revenue in the first quarter of 2026, according to earnings data shared on Thursday. Very Proud Of Our Relationship, Says RJ Scaringe During the earnings call, Rivian CEO RJ Scaringe was asked to comment on interest from non-Amazon customers for Rivian’s commercial vehicles. “Our relationship with Amazon continues to be something that we...
Amazon.com Inc. made up over 50% of Rivian Automotive Inc.‘s revenue in the first quarter of 2026, according to earnings data shared on Thursday. Very Proud Of Our Relationship, Says RJ Scaringe During the earnings call, Rivian CEO RJ Scaringe was asked to comment on interest from non-Amazon customers for Rivian’s commercial vehicles. “Our relationship with Amazon continues to be something that we are very proud of,” Scaringe said, sharing that vans would continue to ramp up with the e-commerce
Most platforms in crypto offer investors one way in, which is to buy the token. Hyperliquid (CRYPTO: HYPE) , on the other hand, offers two. Beyond its native token, HYPE, there's Hyperliquid Strategies (NASDAQ: PURR) , the stock of a publicly listed company that buys and holds the token. These two options don't deliver the same exposure whatsoever. So should you buy the cryptocurrency or the stock...
Most platforms in crypto offer investors one way in, which is to buy the token. Hyperliquid (CRYPTO: HYPE) , on the other hand, offers two. Beyond its native token, HYPE, there's Hyperliquid Strategies (NASDAQ: PURR) , the stock of a publicly listed company that buys and holds the token. These two options don't deliver the same exposure whatsoever. So should you buy the cryptocurrency or the stock? Image source: Getty Images. Continue reading
APPSO 今天发现,苹果官网已经悄悄下架了 256GB 入门款版本的 Mac mini,现在最低配置为 16GB+ 512GB,起售价也涨到了 5999 元。 倒也别急着吐槽库克精准的「刀法」,在这个过于魔幻的 2026 年,连一向把全球供应链管得服服帖帖的苹果,这回也是真顶不住了。 昨天,库克在财报电话会议上罕见地承认,Mac 系列遭遇了严重的「供应受限」。他给出的理由是: Mac mini ...
APPSO 今天发现,苹果官网已经悄悄下架了 256GB 入门款版本的 Mac mini,现在最低配置为 16GB+ 512GB,起售价也涨到了 5999 元。 倒也别急着吐槽库克精准的「刀法」,在这个过于魔幻的 2026 年,连一向把全球供应链管得服服帖帖的苹果,这回也是真顶不住了。 昨天,库克在财报电话会议上罕见地承认,Mac 系列遭遇了严重的「供应受限」。他给出的理由是: Mac mini 和 Mac Studio 成了极其出色的「 AI 和智能体工具平台」,导致需求远超预期。 这台悄然下架入门款的 Mac mini,不过是第一张倒下的多米诺骨牌。在它身后,有一场正在席卷全行业、直接影响全球普通人的硬件危机。科技圈给这场灾难起了一个极具好莱坞末日片气质的名字:「RAMageddon(内存末日)」。 被卖爆的 Mac mini,成了 AI 时代的硬通货 为了讲清楚这事儿有多严峻,咱们得先统一一下称呼。 第一种是运存(RAM),比如手机里的 LPDDR、电脑里的 DRAM。它决定了你的设备能同时开多少个网页、后台能挂多少个 App。 第二种是闪存,也就是常说的机身存储,比如你买的 256GB 手机存储,或者 2TB 的固态硬盘。它用来长期存储数据,决定了你能装多少游戏和资料。 昨天,苹果发布了 2026 财年的第二季度财报,数据显示总营收达到 1112 亿美元,同比增长 17% ,其中 Mac 业务更是逆势大涨 6% ,达到 84 亿美元。同时,苹果的研发支出创下了 114 亿美元的历史新高。 Mac 系列尤其是 Mac mini 之所以在这场席卷全球的内存短缺中被抢断了货,答案其实藏在苹果独步天下的「统一内存架构」(UMA)里。 在传统的 x86 架构电脑上,处理器的内存和独立显卡的显存是两块物理隔离的区域。如果要在本地跑几百亿参数的大规模 AI 模型,数据必须在这两者之间来回搬运,效率严重受限。而且,昂贵的高端独立显卡通常也只给 16GB 或 24GB 显存,根本装不下太大的模型。 但 M 系列芯片把运存和处理器封装在一起,让 CPU 和 GPU 共享这一整块高速内存池。这意味着,开发者可以直接调用 Mac mini 里的 16GB 甚至更高容量的运存来全速加载推理大模型,相当于直接把它当做一块超大显存来用。 说白了,一台 Mac mini,在本地跑 AI 工...
Golden Tempo #19, ridden by jockey Jose Ortiz, crosses the finish line to win the 152nd running of the Kentucky Derby at Churchill Downs on May 02, 2026 in Louisville, Kentucky. Michael Reaves | Getty Images Sport | Getty Images Golden Tempo stormed to victory at the 152nd running of the Kentucky Derby at Churchill Downs on Saturday, coming from behind to make Cherie DeVaux the first woman to trai...
Golden Tempo #19, ridden by jockey Jose Ortiz, crosses the finish line to win the 152nd running of the Kentucky Derby at Churchill Downs on May 02, 2026 in Louisville, Kentucky. Michael Reaves | Getty Images Sport | Getty Images Golden Tempo stormed to victory at the 152nd running of the Kentucky Derby at Churchill Downs on Saturday, coming from behind to make Cherie DeVaux the first woman to train the winner in the "Run for the Roses." "I'm glad I can be representative of women everywhere. We can do anything we set our minds to," DeVaux said in a post-race interview. This story is developing. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.