--- title: "Samsung, SK Hynix Stocks Hit Record Highs after Nvidia's Blowout Earnings – Here's Why" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276998708.md" description: "Samsung Electronics and SK Hynix stocks surged over 7% to record highs following Nvidia's strong quarterly earnings, which exceeded expectations and highlighted robust demand for AI chips. Nvidia's revenue reached $68.1 billion, up 73% year-over-year, signaling increased memory orders for Samsung and SK Hynix. Samsung is poised to supply next-gen High Bandwidth Memory for Nvidia, while SK Hynix partners with SanDisk for AI-focused flash memory. Both companies have seen significant stock gains, making them attractive alternatives for investors interested in the AI infrastructure boom." datetime: "2026-02-26T07:16:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276998708.md) - [en](https://longbridge.com/en/news/276998708.md) - [zh-HK](https://longbridge.com/zh-HK/news/276998708.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276998708.md) | [繁體中文](https://longbridge.com/zh-HK/news/276998708.md) # Samsung, SK Hynix Stocks Hit Record Highs after Nvidia's Blowout Earnings – Here's Why South Korea's two biggest chipmakers just had a massive day. Samsung Electronics (SSNLF) and SK Hynix jumped over 7% to fresh all-time highs on Thursday. The trigger was Nvidia's (NVDA) latest quarterly earnings report, which blew past Wall Street expectations and confirmed that demand for AI chips remains red hot. The broader South Korean KOSPI index also surged over 3% — hitting a record high of its own. ### Claim 50% Off TipRanks Premium - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential For context, Nvidia reported record quarterly revenue of $68.1 billion, up 73% year over year, with EPS of $1.62, beating estimates of $1.54. Full-year revenue reached a record $215.9 billion, rising 65%. ## **Why Samsung and SK Hynix Are Surging Higher** Here's the simple reason: Nvidia needs memory chips to build its powerful AI processors, and Samsung and SK Hynix are the two biggest suppliers of that memory in the world. When Nvidia reports strong earnings and gives an upbeat outlook — as it just did — it sends a clear message to the entire chip supply chain. More Nvidia chips being built means more memory orders flowing to Samsung and SK Hynix. But there's more to this story than just one good earnings report. Both companies are aggressively positioning themselves at the center of the AI boom. Samsung is now on the verge of becoming the exclusive supplier of next-generation High Bandwidth Memory (HBM4) for Nvidia's upcoming Vera Rubin processors. That's a potentially massive deal that could transform Samsung's revenue outlook. Separately, SK Hynix announced a new partnership with SanDisk (SNDK) to develop next-generation flash memory storage built specifically for AI workloads. ## **What This Means for US Investors** For U.S. investors, SK Hynix shares are not directly listed on major American exchanges. However, Samsung trades over the counter (OTC) in the U.S. Investors can also gain exposure to both companies through ETFs such as the iShares MSCI South Korea ETF (EWY). Both stocks have already delivered strong gains. Samsung is up about 70% year to date, while SK Hynix has surged more than 60% in South Korea. For investors looking to tap into the AI infrastructure boom without paying Nvidia's premium valuation, Samsung and SK Hynix could offer a compelling — and often overlooked — alternative. ## **Are Nvidia Shares a Good Buy?** According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 34 Buys and one Sell assigned in the last three months. At $267.48, the Nvidia stock price target implies a 37% upside potential. These ratings and price targets will likely change as analysts update their coverage following yesterday's earnings report. ### 相关股票 - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [Samsung Electronics Co., Ltd. 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