Shares of Nvidia’s Asian suppliers extended gains after the U.S. AI chipmaker delivered stronger-than-expected quarterly results. Investors responded positively to signs of resilient demand for artificial intelligence infrastructure, while comments from AMD CEO Lisa Su also supported sentiment around AI-linked semiconductor stocks.

The rally lifted companies across the chip supply chain, including component makers, specialty chemical producers, silicon wafer suppliers and electronics manufacturers. TSMC, a key contract manufacturer for both Nvidia and AMD, rose 0.2% in Taipei after gaining more than 3% in the previous session. Foxconn added 0.8%, while Japan’s Murata, SUMCO, Shin-Etsu Chemical and Ibiden advanced between 2% and 7%.

South Korean chip stocks lagged the broader move. Samsung Electronics fell 2% after jumping almost 9% in the prior session, while SK Hynix slipped 0.2%. The weakness looked more like profit-taking after a sharp rally than a reversal in the broader AI semiconductor narrative.

Nvidia’s earnings remain the main driver. The company reported quarterly revenue of $81.62 billion, beating analyst expectations of $78.86 billion. For suppliers, that matters because it reinforces the idea that demand for AI servers, accelerators and memory remains strong, keeping investor interest in the semiconductor supply chain elevated.