Nvidia's exposure to Asian supply chains for components hits 90% of its production costs, a sharp increase from 65%, and could deepen further as physical AI adds even more exposure

Nvidia now relies on Asian suppliers for about 90% of production costs, up from roughly 65% a year ago.

Blackwell-based robotics and automotive chips are adding pressure on TSMC’s 3nm capacity and Asian memory supply.

Older Jetson products are being phased out as tight LPDDR4 availability makes sourcing harder.

The trend highlights Nvidia’s deepening dependence on Asian manufacturing just as physical AI demand is rising.