Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Source: Tom’s Hardware

Asian Supply Chain Exposure

Asian suppliers now represent roughly 90 % of Nvidia’s production costs, up from about 65 % a year earlier, according to data compiled by Bloomberg. That figure captures Nvidia’s established data‑center supply chain: TSMC fabrication, SK hynix and Samsung HBM, and server assembly from Foxconn and Quanta. The company’s physical AI hardware is now adding entirely new product categories that route through those same suppliers.

Jetson Thor Robotics Platform

Nvidia’s Jetson Thor robotics platform, released last August, is built on the Blackwell GPU architecture and fabricated on TSMC’s 3 nm process.

• Top‑end T5000 module: 2,070 FP4 TFLOPS with 128 GB of LPDDR5X memory.
• Lower‑cost T4000 variant (introduced at CES 2026): 1,200 FP4 TFLOPS with 64 GB of LPDDR5X memory, priced at $1,999 per unit in volume.

Both modules use Arm Neoverse‑V3AE CPU cores and LPDDR5X memory sourced from Samsung or SK hynix.