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Asian Robotics Stocks Surge as AI Investment Broadens Beyond Semiconductors

Robotics manufacturers are capturing investor attention across Asia as the artificial intelligence investment wave expands beyond traditional chipmakers in South Korea and Taiwan. The rally has lifted regional stock benchmarks to record highs, offsetting geopolitical headwinds from Middle East tensions. Samsung reached a $1 trillion market valuation amid the broader momentum. Beyond semiconductors, companies are positioning themselves as AI infrastructure plays. In India, the Adani Group's pivot toward green-powered data centers has driven gains in its energy subsidiaries, creating one of the few AI-related investment opportunities in the market. The broadening trade reflects investor confidence in physical artificial intelligence deployment. This expansion spans the region's manufacturing and infrastructure sectors.