Nvidia has forged a cooperation framework in Japan spanning national AI infrastructure, robotics and automobiles, linking the government and key manufacturers. CEO Jensen Huang visited Tokyo to confirm multiple projects connected to Japan’s physical AI strategy, including support for the state-backed AI developer Noetra. Nvidia plans to build a Vera Rubin AI Factory by 2028. Japanese firms will develop robotics based on Nvidia’s Cosmos model, while Toyota expands use of Nvidia technology across vehicles and production.

Samsung Electronics and SK Hynix have shown sharp volatility in South Korean trading, but Samsung Electro-Mechanics and LG Innotek have been less affected, as component demand is seen as separate from memory-price moves. Concerns rose after reports that memory content for Nvidia’s next-generation Vera CPU could be reduced, but the industry view is that the change reflects supply constraints rather than weaker demand. Long-term supply agreements are also spreading.