Key Takeaways
- Nvidia delivered exceptional quarterly revenue of $68.1 billion, marking a 73% year-over-year increase and surpassing analyst projections
- Shares of Samsung Electronics climbed more than 7% to an unprecedented 217,500 won in response to the earnings announcement
- SK Hynix stock rallied over 7% to reach an all-time high of 1,053,500 won during the same trading session
- Reports indicate Samsung is nearing exclusive supplier status for HBM4 memory destined for Nvidia’s upcoming Vera Rubin architecture
- SK Hynix revealed a strategic collaboration with SanDisk focused on creating flash memory solutions optimized for artificial intelligence tasks
Thursday witnessed both Samsung Electronics and SK Hynix achieving unprecedented stock valuations following Nvidia’s announcement of quarterly results that significantly exceeded Wall Street forecasts.
The graphics chip giant unveiled record quarterly revenue totaling $68.1 billion, representing a substantial 73% year-over-year growth. The company’s earnings per share of $1.62 outperformed analyst consensus estimates of $1.54.
Nvidia’s annual revenue climbed to $215.9 billion, reflecting a robust 65% gain. Company management provided optimistic guidance for the upcoming fiscal quarter as well.
Shares of Samsung surged more than 7% to close at 217,500 won, establishing a new company record. SK Hynix experienced similar momentum, advancing over 7% to hit a historic peak of 1,053,500 won.
The substantial gains contributed to South Korea’s benchmark KOSPI index climbing more than 3% to its own record high. The two memory chip producers represented the primary catalysts behind this market-wide advance.
The connection driving this rally is clear. Nvidia manufactures cutting-edge AI processors that require substantial quantities of memory components. Samsung and SK Hynix dominate the global memory chip manufacturing landscape.
When Nvidia demonstrates robust demand levels, it signals increased procurement activity throughout its supply ecosystem. This directly benefits both Samsung and SK Hynix.
Samsung Positioned for Major HBM4 Supply Agreement
Industry reports suggest Samsung is approaching finalization of an exclusive supply agreement to provide High Bandwidth Memory 4 chips for Nvidia’s forthcoming Vera Rubin processor platform. Securing this contract would represent a significant milestone for Samsung’s semiconductor division.
Separately, Samsung unveiled its S26 smartphone lineup on Wednesday. The mobile device segment continues to generate substantial revenue alongside the company’s semiconductor operations.
SK Hynix Broadens Operations Through SanDisk Alliance
SK Hynix disclosed a collaborative arrangement with SanDisk aimed at developing high-bandwidth flash memory technology. The partnership focuses on storage infrastructure specifically engineered for artificial intelligence workloads.
Additionally, SK Hynix confirmed investment plans totaling 21.6 trillion won—approximately $15.07 billion—for constructing a new manufacturing complex in Yongin, South Korea.
Memory chip pricing increased throughout the latter portion of 2025, driven by supply constraints linked to AI demand, generating revenue growth for both manufacturers. Industry analysts anticipate this pricing dynamic will persist.
Year-to-date performance shows Samsung climbing approximately 70% on the Korean exchange. SK Hynix has delivered gains exceeding 60% during the identical timeframe.
American investors can access Samsung through over-the-counter markets in the United States. Both companies are also available via exchange-traded funds including the iShares MSCI South Korea ETF (EWY), which advanced 3% Thursday.
According to TipRanks, Nvidia stock maintains a Strong Buy consensus rating, supported by 34 Buy recommendations and one Sell rating issued during the past three months. Analysts’ average price target of $267.48 suggests approximately 37% appreciation potential from present levels.
