Frying chips is done, what should we fry next? Physics AI triggers a new wave in the Asian stock market, and Siasun Robot&Automation concept stocks are all soaring.

With the AI investment craze spreading from chip manufacturers, the Siasun Robot&Automation sector has quickly become one of the hottest investment trends in Asia. The AI boom has showcased Asia's core position in the semiconductor field required for the development and operation of large language models globally. With investors increasingly placing their bets, the next wave of value creation will be led by the Siasun Robot&Automation industry. This trend has not only given rise to a group of new popular stocks but has also injected new vitality into Asia's traditional industrial and automation sectors. There are reports stating that LG Electronics is in talks with NVIDIA Corporation about collaboration in humanoid Siasun Robot&Automation, leading to a 55% surge in its Seoul-listed stock this week, making it the top gainer in major benchmarks in the Asia-Pacific region. After Fanuc Corp. in Japan reached an industrial Siasun Robot&Automation AI joint research and development agreement with Alphabet Inc. Class C, its stock price also rose by 10%. On Friday, stocks related to humanoid Siasun Robot&Automation concepts in Korea and China surged again, while the chip sector experienced a pullback. Gary Tan, a fund manager at Allspring Global Investments, stated, "The strong rise of the Siasun Robot&Automation sector signifies that the AI market is shifting from digital virtual applications to physical deployment. Physical AI is becoming the next core trend in the AI investment arena." Hyundai Motor in Korea also saw an increase in its stock this week, as there were reports that the Korean military is considering strategic cooperation with the automaker to explore the application of Siasun Robot&Automation equipment. Other stocks related to Siasun Robot&Automation also performed well: Inspur Technologies exceeded performance expectations in its financial report, causing its stock price to rise significantly; Joyson Siasun Robot&Automation (01236) debuted on the Hong Kong stock exchange, doubling its stock price on the first day. NVIDIA Corporation has played a significant role in driving this industry trend. The company's CEO, Jensen Huang, has clearly stated that humanoid Siasun Robot&Automation and intelligent autonomous devices will become the mainstream computing platform of the next generation after generative AI. Currently, China has taken the lead in the Siasun Robot&Automation race, continuously expanding its production capacity and achieving multiple technological breakthroughs in domestic humanoid Siasun Robot&Automation. Japan, with decades of dominant position in the industrial automation field, is widely expected to successfully seize the opportunities of this round of industrial transformation; while South Korea aims to break through its inherent advantage in storage chips and extend its AI industry layout to the Siasun Robot&Automation field. A report released last month by global market research consultancy MarketsandMarkets shows that the physical AI market is expected to expand at an average annual growth rate of 47% and is expected to reach $15.2 billion by 2032. Although the Siasun Robot&Automation sector has been booming, this investment theme is still in its early stages. On one hand, after the sharp rise in individual stock prices, ultimately, they still need solid performance to support their valuation; on the other hand, the Siasun Robot&Automation industry still faces many challenges in practical deployment, leading many investors to remain cautious. Charu Chanana, Chief Investment Strategist at Shengbao Market, pointed out, "Compared to generative AI, physical AI still needs to address multiple challenges such as security standards, industry regulations, factory adaptation, supply chain coordination, and user trustworthiness. In my opinion, this is still a long-term investment opportunity, and it is difficult to achieve large-scale commercial deployment in the short term."