TLDR
- Nvidia’s quarterly revenue hit an all-time high of $68.1 billion, representing a 73% year-over-year increase and surpassing analyst expectations
- Samsung Electronics climbed more than 7% to reach an unprecedented peak of 217,500 won following the announcement
- SK Hynix experienced a similar 7%+ surge, touching a new record of 1,053,500 won
- Reports indicate Samsung is nearing an exclusive agreement to provide HBM4 memory for Nvidia’s upcoming Vera Rubin processor line
- SK Hynix revealed a collaboration with SanDisk focused on creating flash memory solutions tailored for artificial intelligence applications
Shares of Samsung Electronics and SK Hynix climbed to unprecedented levels on Thursday following Nvidia‘s announcement of robust quarterly results that exceeded analyst projections.
The graphics chip giant delivered quarterly revenue totaling $68.1 billion, marking a 73% year-over-year expansion. Per-share earnings reached $1.62, comfortably surpassing the consensus forecast of $1.54.
For the complete fiscal year, Nvidia’s revenue hit $215.9 billion, representing a 65% jump. Management also provided optimistic guidance for the upcoming quarter.
Samsung’s stock price surged more than 7% to 217,500 won, establishing a new all-time high. SK Hynix experienced comparable strength, advancing over 7% to a record 1,053,500 won.
The momentum lifted South Korea’s primary KOSPI index above 3%, also establishing a fresh record. The two memory chip manufacturers accounted for a significant portion of the index’s advance.
The connection is clear-cut. Nvidia manufactures cutting-edge artificial intelligence processors that require substantial quantities of memory components. Samsung and SK Hynix dominate the global memory chip manufacturing landscape.
When Nvidia demonstrates robust demand trends, it indicates increased orders throughout its supplier network. Both Samsung and SK Hynix stand to benefit directly from this dynamic.
Samsung’s Potential Exclusive HBM4 Deal
According to recent reports, Samsung is approaching an exclusive arrangement to provide High Bandwidth Memory 4 components for Nvidia’s forthcoming Vera Rubin processor architecture. Such an agreement would represent a significant win for the Korean manufacturer.
The company also unveiled its S26 smartphone lineup on Wednesday. The mobile device segment continues to generate substantial revenue alongside Samsung’s semiconductor operations.
SK Hynix Expands With SanDisk Partnership
SK Hynix revealed a strategic collaboration with SanDisk aimed at creating high-performance flash memory solutions. According to the announcement, this storage technology is being engineered specifically to support artificial intelligence workloads.
The company also outlined plans to deploy 21.6 trillion won, equivalent to approximately $15.07 billion, toward constructing a new manufacturing complex in Yongin, South Korea.
Memory chip pricing experienced upward pressure throughout the latter portion of 2025, driven by supply constraints related to AI demand, which enhanced profitability for both manufacturers. Industry observers anticipate this pattern will persist.
Samsung’s shares have appreciated roughly 70% year-to-date on the Korean exchange. SK Hynix has registered 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 via exchange-traded funds like the iShares MSCI South Korea ETF (EWY), which advanced 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 previous three months. The mean price target of $267.48 suggests potential upside of approximately 37% from present levels.
