Samsung and SK Hynix rise as Nvidia results show memory bottleneck

invezz.com (Dutch)

Samsung Electronics and SK Hynix shares rose Thursday in Seoul after Nvidia's latest results indicated strong AI demand but highlighted memory as a key bottleneck. Samsung gained up to 3.3% and SK Hynix 5.5%, helping push the KOSPI toward 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. Nvidia warned memory shortages could persist into fiscal 2028. Analysts said Nvidia's margin pressure signals pricing power for memory makers. Tight HBM and DRAM supply could boost profits, though risks remain from cyclical demand and Chinese competition.


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