{"@type":"StructuredNewsArticle","access":{"license":"neupai_standard","structured_data":"free","full_text_access":null,"full_text_available":false,"attribution_required":true},"content":{"claims":[{"id":"c1","type":"fact","as_of":"2026-05","figures":null,"insight":null,"as_of_raw":"지난 한 주 사이","statement":"LG전자 주가가 최대 15% 뛰어 지난 2월 11일 이후 최대 일중 상승폭을 기록했다","comparison":"previous_peak","expiry_hint":null,"source_type":"journalist_analysis","as_of_explicit":false},{"id":"c2","type":"fact","as_of":"2026","figures":null,"insight":null,"as_of_raw":"현재","statement":"아시아 공급업체들이 엔비디아 생산 원가에서 차지하는 비중은 지난해 약 65%에서 현재 약 90%로 확대됐다","comparison":"previous_year_same_period","expiry_hint":null,"source_type":"research_paper","as_of_explicit":false},{"id":"c3","type":"future_plan","as_of":"2026","figures":null,"insight":null,"as_of_raw":"올해","statement":"아마존·마이크로소프트·알파벳이 각각 올해 약 1,900억~2,000억 달러의 AI 설비투자를 예고했다","comparison":null,"expiry_hint":null,"source_type":"company_plan","as_of_explicit":false},{"id":"c4","type":"estimate","as_of":"2026","figures":null,"insight":null,"as_of_raw":"2026년","statement":"엔비디아는 마이크로소프트 설비투자의 약 절반, 아마존의 약 4분의 1을 차지하는 것으로 추산된다","comparison":null,"expiry_hint":null,"source_type":"industry_estimate","as_of_explicit":false},{"id":"c5","type":"opinion","as_of":"2026-05","figures":null,"insight":null,"as_of_raw":"2026년 5월","statement":"AI 인프라 구축이 전 세계적으로 이어지면서 더 많은 공급업체에 기회가 열리고 있어 북아시아 기술주 시장의 상대적 강세가 지속될 수 있다","comparison":null,"expiry_hint":null,"source_type":"research_paper","as_of_explicit":false}],"topics":["기술","AI","반도체","주식","파트너십"],"summary":"엔비디아와의 협력 소식에 LG전자를 비롯한 아시아 기술주들이 급등했다. 아시아 공급업체들이 엔비디아 생산 원가에서 차지하는 비중이 지난해 65%에서 현재 90%로 확대됐다.","entities":[{"name":"엔비디아","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:us:nvidia","role_in_article":"primary_subject"},{"name":"LG전자","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:kr:lg-electronics","role_in_article":"primary_subject"},{"name":"난야 테크놀로지","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:tw:nanya-technology","role_in_article":"mentioned"},{"name":"후이저우 데사이","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:cn:huizhou-desay","role_in_article":"mentioned"},{"name":"파테오 커넥트 테크놀로지","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:cn:pateo-connect-technology","role_in_article":"mentioned"},{"name":"SK하이닉스","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:kr:sk-hynix","role_in_article":"mentioned"},{"name":"삼성전자","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:kr:samsung-electronics","role_in_article":"mentioned"},{"name":"아마존","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:us:amazon","role_in_article":"mentioned"},{"name":"마이크로소프트","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:us:microsoft","role_in_article":"mentioned"},{"name":"알파벳","type":"company","metadata":{"parent":null,"ticker":null},"canonical_id":"corp:us:alphabet","role_in_article":"mentioned"},{"name":"마빈 첸","type":"person","metadata":{"parent":null,"ticker":null},"canonical_id":"person:us:marvin-chen","role_in_article":"quoted"}],"headline":"엔비디아 파트너십에 아시아 기술주 급등…LG전자 15% 상승","geography":["KR","TW","CN","US"],"ai_emotional_context":{"arousal":0,"valence":0,"primary_emotions":[],"emotional_triggers":[],"secondary_emotions":[]}},"@context":"https://neupai.io/schema/v0.2","identity":{"ai_url":null,"author":"버트","language":"ko","publisher":{"name":"테크42","type":"online","domain":"tech42.co.kr"},"article_id":"tech42_20260503_nvidia-partnership-asia-tech-stocks-surge","updated_at":null,"originality":"self_produced","article_type":"straight_news","published_at":"2026-05-03T23:47:48.000Z","canonical_url":"https://www.tech42.co.kr/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ed%8c%8c%ed%8a%b8%eb%84%88%ec%8b%ad%ec%97%90-%ec%95%84%ec%8b%9c%ec%95%84-%ea%b8%b0%ec%88%a0%ec%a3%bc-%ea%b8%89%eb%93%b1lg%ec%a0%84%ec%9e%90-15-%ec%83%81/?utm_source=rss&utm_medium=rss&utm_campaign=%25ec%2597%2594%25eb%25b9%2584%25eb%2594%2594%25ec%2595%2584-%25ed%258c%258c%25ed%258a%25b8%25eb%2584%2588%25ec%258b%25ad%25ec%2597%2590-%25ec%2595%2584%25ec%258b%259c%25ec%2595%2584-%25ea%25b8%25b0%25ec%2588%25a0%25ec%25a3%25bc-%25ea%25b8%2589%25eb%2593%25b1lg%25ec%25a0%2584%25ec%259e%2590-15-%25ec%2583%2581"},"temporal":{"freshness":"recent","next_update_expected":null},"provenance":{"source_chain":["primary_reporting"],"related_articles":[],"original_source_url":null}}