Robot Makers Rule Hottest Asia Stock Trades on Physical AI Boom

Robotics has become one of the hottest stock themes in Asia as the artificial intelligence trade broadens beyond the region’s chipmakers.

While the AI boom drove global awareness of Asia’s central role in providing semiconductors required to build and run large-language models, investors are increasingly betting the next wave of value creation will come from robotics. That’s sparking new winners as well as breathing new life into some of the region’s venerable industrial and automation trades.

Shares of LG Electronics Inc., which is reportedly discussing a tie-up on humanoids with Nvidia Corp., are up 55% this week in Seoul to ...