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
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August 28, 2026 ·
2 min read · Source: 더일렉 THE ELEC · Issue #79
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This story ran in Issue #79, alongside three other stories.
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.
