Key Moments
- Nvidia is scheduled to report earnings after the close on August 26, 2026, with consensus at $91.9B in revenue and $2.08 EPS.
- Key Asian Nvidia-linked stocks are recovering, with the KOSPI up 1.8% and the Nikkei higher by 0.9%.
- SK Hynix, TSMC, and Advantest stand out as some of the most directly exposed names to Nvidia’s AI chip demand.
Market Setup Ahead of Nvidia’s Results
Investing.com — Nvidia is due to release its latest quarterly results after the close on August 26, 2026, with analyst expectations pointing to $91.9B in revenue and $2.08 in earnings per share. In advance of the announcement, Asian equity markets are staging a recovery from last week’s semiconductor selloff, led by stocks most closely tied to Nvidia’s AI chip ecosystem.
The KOSPI is higher by 1.8% and the Nikkei is up 0.9% in morning trading, as investors reposition in key suppliers across memory, foundry services, testing equipment, and advanced packaging segments.
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The Core Asian Nvidia Supply Chain
Eight Asia-listed companies stand out for their direct revenue exposure to Nvidia’s AI chip portfolio, spanning critical functions such as high-bandwidth memory, GPU fabrication, chip testing, and back-end packaging.
| Stock | Exchange Code | Price (Local) | Day Move | YTD Performance | 1-Year Performance | Primary Nvidia Link |
|---|---|---|---|---|---|---|
| SK Hynix | 000660 | ₩1,688,000 | +0.60% | +159.3% | +545.5% | Sole HBM3E supplier for Nvidia |
| ASE Industrial | 3711 | NT$592 | +0.17% | +134.0% | +297.3% | Chip packaging/assembly partner |
| Samsung Electronics | 005930 | ₩261,500 | +1.75% | +117.6% | +272.0% | HBM memory + foundry |
| Advantest | 6857 | ¥35,700 | +3.63% | +75.0% | +227.4% | GPU test systems monopoly |
| Tokyo Electron | 8035 | ¥55,500 | +0.16% | +53.8% | +174.1% | Coating/etch/deposition tools |
| Powertech Tech | 6239 | NT$286 | +4.57% | +63.4% | +141.4% | IC testing & packaging |
| TSMC | 2330 | NT$2,415 | +0.63% | +55.3% | +105.5% | Sole foundry for all Nvidia GPUs |
| Disco Corp | 6146 | ¥60,610 | -0.15% | +21.3% | +51.9% | Wafer dicing & grinding |
Prices as of market close Aug 26, 2026 (local times).
Names Most Sensitive to Nvidia’s Print
SK Hynix is the most concentrated play on Nvidia’s current AI product cycle, as it is described as Nvidia’s sole supplier of HBM3E high-bandwidth memory for the H100, H200, and B200 chips. Any upside surprise on Nvidia’s reported revenue or forward outlook is seen as feeding directly into SK Hynix’s order pipeline. With the stock up 545.5% over the past year, it is positioned as both highly geared to further upside and particularly exposed to any disappointment.
Advantest is the top performer in the current session, rising 3.63%. The company holds a near-monopoly position in GPU test systems, with every Nvidia chip required to run through Advantest hardware before shipment. The strong intraday move indicates that traders are building positions in anticipation of a robust earnings release.
TSMC represents the core manufacturing link for Nvidia, as it fabricates 100% of Nvidia’s GPUs on its most advanced process technologies. A positive surprise from Nvidia would confirm sustained wafer demand, while a miss would have implications across TSMC’s AI-related revenue base.
Disco Corp’s Divergent Performance
Disco Corp is the notable laggard within this Nvidia-related basket. The stock is marginally lower on the day, down 0.15%, and has gained 21.3% year-to-date, a sharp contrast with the triple-digit gains posted by several peers. Disco supplies wafer dicing and grinding tools used in back-end semiconductor processing. Its relative underperformance is interpreted as a sign that investors expect bottlenecks in back-end capacity to be easing, even as demand for front-end capabilities in foundry, memory, and testing remains strong.
Post-Earnings Focus: Guidance and Market Reaction
Nvidia’s last four quarters all beat on both EPS and revenue, but the stock sold off after each one – the “sell the news” pattern is well-established. The market’s focus this time extends beyond the headline beat to Nvidia’s Q3 FY2028 guidance, where consensus is for $104B in revenue and $2.36 in EPS. Guidance that falls short of those expectations could trigger renewed profit-taking across these Asia-listed Nvidia-linked names in the next trading session.
Last week’s semiconductor rout – driven by rising Treasury yields compressing tech valuations – hit SK Hynix (000660) and Samsung Electronics (005930) hardest. Today’s rebound is a tentative vote of confidence that the AI spending cycle remains intact. Read more
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