Now Playing
Nvidia's $81.6B Record, China DUV Ships & HBM4 Pricing Signals
Audio is available on Spreaker — see link below.
Nvidia posts the largest quarterly revenue in semiconductor history and the stock falls — here's why the market is pricing risk, not results. Plus: China ships domestic DUV machines, TSMC capex doubt grows, and SK Hynix signals sharp HBM4 price increases.
Audio is available on Spreaker — see link below.
Nvidia just posted the largest quarterly revenue in semiconductor history, and the stock fell. That's the signal worth paying attention to today.
One figure that deserves more attention than it's getting: networking revenue inside Data Center surged one hundred and ninety-nine percent year over year, from roughly six point two billion to fourteen point eight billion. That's InfiniBand and Ethernet bundled into Nvidia's integrated stack.
Away from Nvidia, there's a development in lithography that shifts the competitive narrative. A Chinese manufacturer, unnamed, has begun shipping domestic immersion DUV machines.
TSMC raised its twenty twenty-six capex commitment to sixty to sixty-four billion dollars, up from a prior plan of fifty-nine billion. The stock has retreated seventeen percent from its record high of four hundred and eighty dollars and is now testing support around three ninety.
SK Hynix confirmed HBM4 shipments begin in the second half of twenty twenty-six, with yield levels at HBM3E parity. More consequential is what the company said about pricing.
One more data point worth filing: a four gigabyte variant of the AMD Radeon RX nine thousand and fifty has leaked. The first modern four gigabyte consumer GPU in four years.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.