NVIDIA, the U.S. AI chip leader, reported strong earnings, but stocks of domestic semiconductor companies such as SK hynix have not shown significant volatility.
As of 10:10 a.m. on the 27th, SK hynix is trading at 201,000 won, down 0.99% from the previous trading day. SK hynix is a leading supplier of high bandwidth memory (HBM) to NVIDIA.
The stock price of SK hynix is fluctuating within a stable range, repeatedly rising and falling without a clear direction. At the same time, Samsung Electronics' stock price is up 0.35% from the previous day, standing at 56,800 won.
On this day, NVIDIA reported that its revenue for the fourth quarter of last year (November to January) reached $39.33 billion, surpassing market expectations of $38.05 billion by 3.3%. The earnings per share also exceeded expectations at 89 cents, above the forecast of 84 cents.
On this day, Colette Kress, NVIDIA's chief financial officer (CFO), noted during a conference call that "$11 billion in revenue was generated from Blackwell last quarter," adding, "This is the fastest revenue growth in the company's history."
Jensen Huang, NVIDIA's chief executive officer (CEO), also described the demand for Blackwell as "surprisingly strong." Immediately after the earnings report, NVIDIA's stock price showed an increase of about 3% in after-hours transactions.