20 May 2026
Nvidia Outlook Set to Test Samsung, SK Hynix Chip Rally
The key question is whether Nvidia’s first-quarter earnings and second-quarter guidance will be strong enough to justify the recent rally in semiconductor stocks. Expectations for HBM4 shipments from Samsung Electronics and SK Hynix could grow depending on Nvidia’s HBM demand and the revenue outlook for the Blackwell and Vera Rubin platforms. Risks including China export restrictions,…
