Asia markets climb on soaring Nvidia demand

November 20, 2025 (MLN): Asia markets advanced sharply on Thursday as investors responded to Nvidia’s stronger-than-expected quarterly earnings and upbeat sales forecast, which reinforced enthusiasm for the global artificial intelligence boom.

The U.S. chip giant surged more than 4% in extended trading after delivering a robust fiscal third-quarter performance and issuing a bullish fourth-quarter outlook.

CEO Jensen Huang highlighted that demand for the company’s next-generation Blackwell chips is “off the charts,” further amplifying confidence in the AI-driven semiconductor cycle, according to CNBC.

Japan led the regional rally, with the Nikkei 225 jumping 3.7% in early trade and the broader Topix index gaining 1.67%.

Chip-related stocks were at the forefront of the surge as investors cheered Nvidia’s results.

Tech conglomerate SoftBank soared as much as 8%, Tokyo Electron advanced nearly 7%, Lasertec climbed 5.6%, and Renesas Electronics traded almost 5% higher.

At the same time, Japanese government bond yields continued their upward march, with 30-year yields touching a record 3.375%, 20-year yields reaching their highest level since 1999 at 2.853%, and 10-year yields hitting 1.799%, the strongest reading since 2008.

Momentum extended across South Korea, where the Kospi rose 2.63% and the tech-focused Kosdaq added 1.75%.

Market sentiment was boosted by substantial gains in memory chip makers SK Hynix and Samsung Electronics, which rose more than 6% and 3.3%, respectively.

Australia’s S&P/ASX 200 also moved higher by 1%, supported by broad-based buying.

In Greater China markets, Hong Kong’s Hang Seng Index opened 0.69% higher, while mainland China’s CSI 300 remained largely unchanged.

However, the Hong Kong-listed shares of battery giant CATL fell more than 5% as investors booked profits following the expiry of a six-month lock-up period on approximately 77.5m shares held by cornerstone investors such as Sinopec HK,

Kuwait Investment Authority and UBS Asset Management.

Taiwan’s Taiex index was up as much as 2.6% as semiconductor names benefited from Nvidia’s upbeat outlook.

Chip manufacturing heavyweight TSMC gained more than 4%, while Foxconn, also known as Hon Hai Precision Industry and a major supplier to Nvidia, climbed 2.84%.

In India, markets saw a modest positive open, with the Nifty 50 rising 0.18% and the Sensex edging up 0.19%.

Global sentiment strengthened further as U.S. equity futures traded higher during Asian hours, showing the positive spillover from Nvidia’s guidance.

This lifted some of the concerns that had recently weighed on markets, including stretched valuations in tech stocks, rising debt costs, and fears of chip price depreciation.

On Wall Street, major U.S. indices posted gains overnight. The S&P 500 broke its four-day losing streak with a 0.38% rise to 6,642.16, the Nasdaq Composite added 0.59% to close at 22,564.23, and the Dow Jones Industrial Average inched up 47 points, or 0.1%, to finish at 46,138.77.

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