An investment that shakes the global market: NVIDIA Corporation(NVDA.US) takes a bold gamble on Intel Corporation(INTC.US), causing suppliers in Asia to collectively celebrate.

Chip manufacturer NVIDIA Corporation (NVDA.US) announced an investment of $5 billion in the US tech company Intel Corporation (INTC.US). Upon this news, Intel Corporation's stock price rose by 23% on Thursday, and on Friday, Asian supply chain stocks collectively followed the increase. Specifically, Japanese chip equipment manufacturer Lasertec Corp. saw a 15% surge in Tokyo stock market as nearly one-third of its revenue comes from Intel Corporation, marking the largest increase since April; competitor Ibiden Co. saw a temporary 12% rise in stock price, and Intel Corporation suppliers Tokyo Electron Ltd., Screen Holdings Co., and Shin-Etsu Chemical Co. also experienced price increases. South Korean chip testing equipment manufacturer Intekplus Co. saw a temporary 18% rise in stock price, the largest increase in a month; PSK Inc., Jusung Engineering Co., and Komico Ltd. also saw stock price increases of over 5%. Additionally, the stock prices of Intel Corporation-related companies listed in China and Hong Kong also saw increases, with Montage Technology Co.'s stock price soaring by 11% at one point. In this deal, NVIDIA Corporation will collaborate with Intel Corporation in developing personal computer and data center chips, further boosting market expectations for increased demand for chip tool manufacturers. Amir Anvarzadeh, a stock strategist at Asymmetric Advisors, stated that Intel Corporation supplying processors to NVIDIA Corporation is extremely beneficial for the overall sentiment in the chip industry, and noted that Intel Corporation is unlikely to cut capital expenditures now, which is a positive signal for suppliers. However, the stock price of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) fell by 1.2%. About 3% of the company's revenue comes from Intel Corporation, but the news on Thursday raised concerns in the market - senior analyst Wen Junhao at Samsung Securities stated that the collaboration between NVIDIA Corporation and Intel Corporation may have a negative impact on the valuation of Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, as it cannot be ruled out that Intel Corporation may take some of NVIDIA Corporation's outsourcing orders in the future.