Samsung, SK Hynix Climb Sharply: Why Nvidia Earnings Strengthened Memory Bull Case
4 Articles
4 Articles
Following NVIDIA's announcement of strong earnings, domestic semiconductor-related stocks Samsung Electronics and SK Hynix have surged together, driving the rise in the KOSPI index. As enthusiasm for AI infrastructure investment persists, positive investment sentiment is spreading across the entire domestic semiconductor market.
[Digital Daily Reporter Ko Seong-hyeon] As the supply shortage of memory for artificial intelligence (AI) servers is increasingly likely to last longer than expected, Samsung Electronics and SK Hynix are gaining momentum in expanding their investments in High Bandwidth Memory (HBM). This comes as Nvidia points to rising memory prices as a factor pressuring profitability, noting that its growth is being limited by supply chain constraints despite…
KOSPI Surges Toward Record High as Nvidia's Blockbuster Earnings Ignite Rally in Samsung and SK Hynix Shares
South Korea's KOSPI index surged after Nvidia's earnings report boosted investor confidence in AI chip demand, lifting Samsung and SK Hynix shares and reversing recent market volatility.
Samsung, SK Hynix climb sharply: why Nvidia earnings strengthened memory bull case
Samsung Electronics and SK Hynix rallied in Seoul on Thursday after Nvidia’s latest results signalled that the AI boom remains strong, yet memory itself is becoming one of Nvidia’s biggest constraints. Samsung rose as much as 3.3% in trading, while SK Hynix gained 5.5%, helping push the KOSPI towards 7,000. Nvidia reported fiscal second-quarter revenue of $96.22 billion, up 106% year over year, and guided for $108 billion in third-quarter sales.…
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