Asian Semi Spillover: Nvidia Earnings Supply Chain Transmission Engine

Catalyst Controls

NVDA Revenue Beat ($B): $2.1B

Data Center QoQ Growth (%): +18.2%

Earnings Transmission Beta: 1.25x

Scenario Presets

Selected Node Details

Hover or click any node in the network to inspect direct GPU architecture exposure and transmission multipliers.

TAIEX (Taiwan) Semi: 46.5%

+2.84%

3-Day Rally Impact: +618 pts
Key Driver: TSMC, ASE Tech

NIKKEI 225 (Japan) Semi: 19.2%

+2.15%

3-Day Rally Impact: +840 pts
Key Driver: Tokyo Electron, Advantest

KOSPI (South Korea) Semi: 31.8%

+3.42%

3-Day Rally Impact: +91 pts
Key Driver: SK Hynix, Samsung

Supplier Equity Sensitivity Matrix

Company	Region	Tier Role	NVDA Exposure	Est. Revenue Beta	Projected Gain