Korea

Nvidia’s 106% Revenue Surge Signals Sustained Demand for Korean HBM Suppliers

NVIDIA reported Q2 revenue that surpassed analyst expectations, showing a 106% increase compared to the same quarter last year. This strong performance is primarily driven by continued demand for its GPUs in the AI and data center segments.

AsiaAI Publisher  ·  August 28, 2026  ·  2 min read  ·  Source: 더일렉 THE ELEC

Semiconductors & Hardware

NVIDIA reported Q2 revenue that surpassed analyst expectations, showing a 106% increase compared to the same quarter last year. This strong performance is primarily driven by continued demand for its GPUs in the AI and data center segments.

NVIDIA’s financial results are a key indicator for the global semiconductor industry, particularly for memory and HBM suppliers like Samsung Electronics and SK hynix, which are critical partners in the AI supply chain. Strong NVIDIA demand translates directly into increased orders for high-performance memory.

For the wider picture, see Korea Semiconductor Ecosystem.

Original source (Korean)

엔비디아, 2분기 매출 예상치 ‘초과’…전년비 106%↑

더일렉 THE ELEC

This story appeared in AsiaAI.FYI Issue #79.