TLDR
- Nvidia delivered exceptional quarterly revenue totaling $68.1 billion, representing a 73% annual increase and surpassing analyst projections
- Samsung Electronics shares soared more than 7%, reaching an unprecedented 217,500 won after the earnings announcement
- SK Hynix stock climbed over 7% to achieve a record peak of 1,053,500 won during the same trading session
- Reports indicate Samsung is nearing an exclusive agreement to provide HBM4 memory technology for Nvidia’s upcoming Vera Rubin chip architecture
- SK Hynix revealed a strategic collaboration with SanDisk focused on creating flash storage solutions optimized for artificial intelligence applications
Shares of both Samsung Electronics and SK Hynix reached unprecedented levels on Thursday following [[LINK_START_0]]Nvidia[[LINK_END_0]]’s impressive quarterly financial results that exceeded market forecasts.
The graphics chip leader posted exceptional quarterly revenue totaling $68.1 billion, marking a 73% year-over-year jump. Per-share earnings hit $1.62, surpassing the Wall Street consensus of $1.54.
Nvidia’s annual revenue climbed to $215.9 billion, representing a 65% yearly gain. Management provided optimistic guidance for the upcoming quarter as well.
[[LINK_START_1]]Samsung[[LINK_END_1]] shares climbed more than 7% to hit 217,500 won, establishing a new all-time high. SK Hynix posted similar gains, advancing over 7% to a record 1,053,500 won.
The impressive performance lifted South Korea’s benchmark KOSPI index by more than 3%, also setting a new record. The two memory chip manufacturers were primary contributors to the index’s surge.
The market reaction is easy to understand. Nvidia manufactures cutting-edge AI accelerators that require substantial quantities of memory chips. Samsung and SK Hynix dominate the global memory chip market.
Whenever Nvidia demonstrates robust demand, it translates to increased procurement throughout its supplier network, benefiting both Samsung and SK Hynix directly.
Samsung’s Potential Exclusive HBM4 Deal
According to recent reports, [[LINK_START_1]]Samsung[[LINK_END_1]] is approaching a potentially exclusive arrangement to furnish High Bandwidth Memory 4 chips for Nvidia’s forthcoming Vera Rubin processor lineup. This would represent a significant commercial agreement for the Korean tech giant.
Additionally, Samsung unveiled its S26 smartphone lineup on Wednesday. The mobile device segment continues to represent a substantial revenue stream alongside its semiconductor operations.
SK Hynix Expands With SanDisk Partnership
SK Hynix unveiled a strategic alliance with [[LINK_START_2]]SanDisk[[LINK_END_2]] aimed at creating high-bandwidth flash storage technology. The collaboration targets storage infrastructure tailored specifically for artificial intelligence workloads.
The memory chip manufacturer also confirmed intentions to allocate 21.6 trillion won, approximately $15.07 billion, toward constructing a new manufacturing complex in Yongin, South Korea.
Memory chip pricing increased throughout the latter portion of 2025 as AI-driven demand created supply constraints, enhancing profitability for both manufacturers. Industry analysts anticipate this pattern will persist.
Samsung shares have appreciated approximately 70% year-to-date on Korean exchanges. SK Hynix has posted gains exceeding 60% during the identical timeframe.
American investors can access Samsung through over-the-counter trading in the United States. Both companies are also available through exchange-traded funds like the iShares MSCI South Korea ETF (EWY), which advanced 3% on Thursday.
Nvidia stock maintains a Strong Buy consensus rating on TipRanks, supported by 34 Buy recommendations and one Sell rating over the past three months. The average analyst price target of $267.48 suggests approximately 37% upside potential from present levels.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
