Nvidia earnings on deck: These Asian stocks are directly exposed
Nvidia is set to report earnings after market close on August 26, 2026, with expected revenue of $91.9B and EPS of $2.08. Asian supply-chain stocks linked to Nvidia, such as SK Hynix, ASE Industrial, and TSMC, have shown gains ahead of the report. These companies are key suppliers for Nvidia's AI chips, and their performance is closely tied to Nvidia's results.
How this was made
The 30-second read
Why it matters
NVDA earnings and guidance are the primary catalyst; Asian stocks react to the perceived health of Nvidia's AI demand.
Market read
NVDA earnings drive short‑term sentiment for AI‑related equities worldwide, with immediate price implications for both US and Asian markets.
What to watch
Potential supply‑chain constraints or macro‑policy shifts (e.g., interest‑rate moves) could mute the earnings impact.
Background
The article links Nvidia's earnings to the performance of eight Asian AI‑supply‑chain stocks, highlighting their price moves and exposure.
Ticker impact
Nvidia reported Q2 FY2028 earnings with consensus $91.9B revenue and $2.08 EPS, plus guidance of $104B revenue and $2.36 EPS for Q3 FY2028.
Potential +/-5% move in NVDA intraday; correlated +/-2% moves in listed Asian beneficiaries.
Large‑cap earnings with material revenue and EPS numbers are primary market drivers; guidance sets the near‑term narrative.
Market effects
AI semiconductor demand and supply chain exposure for memory, foundry and test equipment firms.
KOSPI and Nikkei showed modest gains as investors price Nvidia earnings and guidance.
NVDA earnings set tone for global AI‑related equities and influence risk sentiment across tech‑heavy markets.
Counterpoint
If Nvidia guidance falls short, AI‑linked stocks may already be overbought and could see sharper corrections.
Key entities
- CompanyNvidia
AI chipmaker reporting earnings.
- CompanySK Hynix
HBM3E memory supplier to Nvidia.
- CompanySamsung Electronics
Memory and foundry partner for Nvidia.
