South Korea's Kospi index surged more than 5% at the open on Thursday, while Japan's Nikkei 225 climbed 1%, as investors reacted to a stronger-than-expected sales forecast from US memory chipmaker Micron Technology.
The positive sentiment from the US earnings report rekindled optimism around the artificial intelligence sector, driving a wave of buying in semiconductor shares across the region.
The rally was broad-based in South Korea, with the small-cap Kosdaq index advancing 1.32% alongside the main benchmark.
US equity futures also moved higher in tandem with the Asian session, reflecting the cross-market impact of Micron's results.
The memory chipmaker's performance served as a key indicator for the health of the AI hardware supply chain, prompting traders to reassess near-term growth prospects for the sector.
Micron's results highlight the continued strength in demand for high-bandwidth memory and other components critical to AI infrastructure.