Nvidia’s upcoming earnings to sway Korean chipmakers’ strategy

The global tech industry is paying keen attention to Nvidia’s upcoming earnings report, as it is expected to be the bellwether for Samsung Electronics, SK hynix and other domestic semiconductor firms’ strategies for expanding their capacity. Industry officials say the announcement will be crucial to verifying whether the current investment frenzy over artificial intelligence (AI) is overhyped. Depending on the announcement, the current cash flow between Nvidia and hyperscale data center operators could be affected, potentially leading chipmakers to review the pace of their fab expansion plans. U.S.-based Nvidia is set to announce its 2026 third quarter earnings on Wednesday (local time) after the close of markets. Analysts are anticipating $55.2 billion in revenue, up 57 percent year-on-year, with an adjusted earnings per share of $1.26, up 55 percent from a year earlier. The growth rate is considered a key indicator of the genuine global market demand for AI. In recent months, Nvidia has faced questions over whether expectations have outpaced actual demand and whether the growing sWeiter zum vollständigen Artikel bei Korea Times Weiter zum vollständigen Artikel bei Korea Times