TLDR
- Nvidia delivered quarterly revenue of $68.1 billion, representing a 73% year-over-year surge and exceeding analyst forecasts
- Samsung Electronics climbed more than 7% to reach an unprecedented peak of 217,500 won after the announcement
- SK Hynix advanced more than 7% to achieve a record level of 1,053,500 won during the same trading session
- Samsung approaches finalization of an exclusive agreement to provide HBM4 memory chips for Nvidia’s upcoming Vera Rubin processors
- SK Hynix revealed a collaboration with SanDisk focused on creating flash memory storage optimized for AI computing tasks
Shares of Samsung Electronics and SK Hynix reached unprecedented trading levels on Thursday, driven by Nvidia’s quarterly earnings that surpassed analyst predictions.
Nvidia delivered record quarterly revenue totaling $68.1 billion, marking a 73% year-over-year increase. The company’s earnings per share reached $1.62, surpassing the analyst consensus of $1.54.
Nvidia’s full-year revenue climbed to $215.9 billion, representing a 65% annual gain. Management provided optimistic guidance for the upcoming quarter as well.
Samsung’s stock price advanced more than 7% to 217,500 won, marking a new all-time high. SK Hynix experienced a parallel rise of over 7%, touching a record 1,053,500 won.
The rally lifted South Korea’s KOSPI index beyond 3%, establishing a new record. The two semiconductor manufacturers accounted for the majority of this upward movement.
The connection driving this rally remains clear. Nvidia manufactures cutting-edge AI processors that require substantial quantities of memory chips. Samsung and SK Hynix dominate the global memory chip manufacturing sector.
Strong performance from Nvidia translates directly into increased purchase orders throughout its component supply chain. Both Samsung and SK Hynix benefit substantially from this demand.
Samsung’s Potential Exclusive HBM4 Deal
Samsung appears positioned to secure an exclusive arrangement for supplying High Bandwidth Memory 4 chips destined for Nvidia’s forthcoming Vera Rubin processors. This agreement would represent a significant contract win for Samsung.
Samsung simultaneously unveiled its S26 smartphone lineup on Wednesday. The smartphone division continues to generate substantial revenue alongside the company’s semiconductor operations.
SK Hynix Expands With SanDisk Partnership
SK Hynix revealed a strategic partnership with SanDisk aimed at developing high bandwidth flash memory solutions. The collaboration targets storage architectures tailored specifically for AI workloads.
SK Hynix outlined investment plans totaling 21.6 trillion won, approximately $15.07 billion, designated for constructing a new manufacturing facility in Yongin, South Korea.
Memory chip pricing increased throughout late 2025 as AI-driven demand created supply constraints, generating higher revenue for both manufacturers. Industry observers anticipate this pattern will persist.
Samsung’s stock has appreciated approximately 70% year to date in South Korean markets. SK Hynix has posted gains exceeding 60% during the same timeframe.
American investors can access Samsung through over-the-counter trading in US markets. Both companies feature in exchange-traded funds like the iShares MSCI South Korea ETF (EWY), which climbed 3% on Thursday.
Nvidia stock holds a Strong Buy consensus rating on TipRanks, supported by 34 Buy recommendations and one Sell rating issued over the past three months. The mean price target of $267.48 suggests approximately 37% upside potential from present trading levels.
