Asian semiconductor shares climbed on Tuesday as investors cheered Nvidia’s unveiling of its latest AI processor platform at the CES 2026 trade show in Las Vegas, with optimism that demand for advanced chips will buoy global tech growth.
Nvidia’s new Vera Rubin AI computing platform, which integrates next-generation GPUs and CPUs for data centre workloads, was showcased on Monday, reinforcing the company’s leadership in artificial intelligence hardware.
Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) led regional gains, rising 2% to a fresh record high, as it stands to benefit from strong production demand for Nvidia-designed chips.
In South Korea, Samsung Electronics (KS:005930) reversed earlier losses to trade 1% higher, while SK Hynix Inc (KS:000660) jumped more than 4%.
Across Japan’s markets, major chip-related names including Renesas Electronics Corp (TYO:6723) and Advantest Corp (TYO:6857) posted gains, with broader tech buying lifting the TOPIX index to fresh highs.
In China and Hong Kong, Hua Hong Semiconductor (HK:1347) added 1.4% while NAURA Technology Group (SZ:002371) gained 1.1%, but some semiconductor stocks were seen trimming gains on Tuesday amid China’s self-reliance bets.
A broader tech optimism around artificial intelligence continues to attract flows into Asian chipmakers, underscoring the region’s critical role in the global AI supply chain.
