Asian equity markets posted gains on Thursday, led by a sharp rally in the semiconductor sector.
The Nikkei 225 and South Korea's Kospi advanced as investors reacted positively to the prospect of sustained capital expenditure from major US technology firms.
The move signals renewed confidence in the supply chain's ability to absorb high-volume orders from hyperscalers.
The catalyst for the session was reports of aggressive investment plans from US tech giants, including Alphabet.
These commitments provide a clear revenue floor for regional chipmakers and foundries, alleviating concerns about demand volatility.
The semiconductor segment outperformed broader indices, driving the overall market higher.