[Edaily Reporter Kim Kyung-eun ] Domestic semiconductor stocks are trading higher in early trading, buoyed by NVIDIA’s strong earnings.

According to MP Doctor on the 27th, as of 9:08 a.m. today, SamsungElectronics(005930)is trading at 270,000 won, up 8,500 won (3.25%) from the previous trading day. SK hynix(000660)is trading at 1,776,000 won, up 88,000 won (5.21%) from the previous close.

This is interpreted as a result of NVIDIA, the world’s leading artificial intelligence (AI) semiconductor company, demonstrating through its earnings report that investment in AI infrastructure remains robust.

On the 26th (local time), NVIDIA announced that revenue for the second fiscal quarter (May–July) totaled $96.22 billion (approximately 133.36 trillion won), a 106% increase year-over-year. This figure exceeded market expectations of $92.27 billion, marking the 13th consecutive quarter that NVIDIA has set a new all-time revenue record.

Adjusted earnings per share (EPS) also exceeded market expectations, coming in at $2.22 compared to the projected $2.10. Net income surged 126% to $59.69 billion (82.7017 trillion won) from $26.42 billion (36.6054 trillion won) in the same period last year.

Revenue from NVIDIA’s core data center business reached $89 billion. Of this, revenue from artificial intelligence (AI) cloud and industrial applications totaled $40.3 billion, while revenue from hyperscalers amounted to $48.7 billion.

Jensen Huang, NVIDIA’s CEO, noted that this strong performance is expected to continue into the third fiscal quarter. Revenue for the third fiscal quarter is projected to reach $108 billion (approximately 149.5 trillion won), surpassing market expectations of $104.19 billion.

In particular, NVIDIA noted that demand for AI infrastructure remains high and forecast that revenue for fiscal year 2028 will increase by more than 70%, despite memory supply shortages.

CEO Hwang stated, “AI has now reached an inflection point and is actually doing useful work,” adding, “Based on demand, the growth rate could reach 100%, but due to supply constraints, we expect it to be 70%.”

He emphasized, “Tensors are productive and highly profitable; computation has now become revenue,” adding, “Just this time last year, there was only one AI research lab driving infrastructure expansion, but we are now in a golden age where new labs and startups are emerging in droves.”