Benefiting from the news of successfully entering NVIDIA's AI server supply chain, Realtek (2379) opened today with a gap up, reaching the limit price of 592 TWD, an increase of 53 TWD from the previous trading day's closing price of 539 TWD. Although the limit-up was briefly opened due to profit-taking selling pressure during the session, supported by buying pressure, the stock price maintained high-level fluctuations throughout the day, with the main trading range falling between 572 TWD and 588 TWD. It closed at 576 TWD, up 37 TWD, a rise of 6.86%.
The dynamics of the semiconductor industry in 2026 show that Taiwan's IC design giant Realtek has successfully crossed the technical threshold and officially entered NVIDIA's memory and data center supply chain. This collaboration focuses on Realtek's high-performance solid-state drive (SSD) controller chips, which are expected to be used in NVIDIA's latest Quantum-X InfiniBand switch platform and related high-performance computing architectures. Encouraged by this news, Realtek's trading volume today significantly increased to over 16,000 shares.
This collaboration marks a substantial progress in Realtek's product transformation. In the past, Realtek's products were mainly concentrated in the PC and consumer electronics networking chip sectors. In recent years, in response to the trend of AI development, the company has actively invested in the research and development of high-performance storage controllers to meet the strict requirements of AI servers for data transmission speed and power consumption control. As NVIDIA's Quantum-X platform holds a significant market position in data center switching technology, Realtek's entry into this supply chain indicates that its products have received technical certification from key customers, and its business scope has expanded from the edge computing market to the core infrastructure of AI.
From a financial and operational perspective, this collaboration will help optimize Realtek's profit structure. Realtek's revenue performance in 2025 is robust and continues to benefit from the market penetration of AI PCs and WiFi 7 technology. After entering NVIDIA's supply chain, analysts expect this move to enhance Realtek's average selling price (ASP) and gross margin. Since the specifications for AI server components are higher than those for traditional PCs, the revenue share of related high-margin products is expected to increase, further improving the company's overall profit structure. As demand for AI servers continues to grow in 2026, the shipment volume of Realtek's SSD controller chips is expected to significantly increase in the second half of the year, becoming an important driving force for operational growth.
However, it is important to note that the current overall operational environment still carries uncertainties. In 2026, the memory market may experience fluctuations in supply chain costs due to NVIDIA's promotion of LPDDR applications in the server field. Some analysts point out that server memory prices may rise before the end of the year. For Realtek, maintaining supply chain stability amid cost fluctuations and retaining a technological advantage in the fiercely competitive AI control IC market will be key factors affecting subsequent operational performance. Currently, Realtek, leveraging its long-term technological foundation in networking and storage, combined with its supply chain partnership with NVIDIA, has secured a certain competitive position in the semiconductor industry in 2026
Today, Realtek's stock price, although not closing at the limit-up price, showed a strong upward trend with increased volume. Investors should closely observe whether its stock price can stabilize in the pressure zone of 590 to 600 TWD, as well as the actual shipment progress of NVIDIA's Rubin platform in the second half of 2026

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Realtek (2379) has successfully entered NVIDIA's AI server supply chain, with its stock price hitting the daily limit at the opening, rising by 53 TWD compared to the previous trading day, an increase of 6.86%. This collaboration focuses on Realtek's high-performance solid-state drive controller chips, which are expected to be used in NVIDIA's Quantum-X platform. This move marks Realtek's progress in product transformation and is expected to enhance the average selling price and gross margin of its products, further improving the company's profit structure

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Another IC design giant successfully entered NVIDIA's server supply chain! Realtek (2379) stock price opened with a gap and hit the daily limit, soaring by 37 TWD in a single day