The article compares quarterly revenue trends for Nvidia (NVDA) and SK Hynix (SKHY) over the last 8 quarters. Nvidia's sales have grown rapidly, driven by GPUs for AI data centers, and it forecast sales of about $108 billion in its fiscal third quarter; it also agreed to supply additional GPUs to AWS. SK Hynix's revenue surged this year on soaring demand and high average selling prices for high-bandwidth memory (HBM) used in AI processors, though the company is ramping HBM output, which could eventually push prices down. SK Hynix also began shipping its latest HBM products, showcased tenth-generation flash memory, and faces a suspended IPO for its U.S. unit Solidigm and an ongoing antitrust class action. Its shares have fallen from a 52-week high of $199.87, and Wall Street has been cautious about the stock.
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NVDAsemiconductorsartificial intelligenceearnings
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/03/2026 | 206.57 |
| Change that session | +2.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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