28.05.2025

Suppliers Benefit from NVIDIA Expectations: A Market Analysis

Positive Sentiment Thanks to NVIDIA

The upcoming announcement of NVIDIA’s financial results on May 28, 2025, creates an optimistic atmosphere among key suppliers such as Foxconn, SK Hynix, and Samsung Electronics. Investors are speculating on strong quarterly figures, which positively impacts the stocks of these companies and influences market developments.

NVIDIA’s Impressive Pre-Quarter Results

NVIDIA impressed in the last quarter (Q4 FY 2025) with strong results: Earnings per share (EPS) of $0.90 and revenue growth of over 51% to approximately $39.33 billion compared to the previous year. Analysts continue to expect positive results in the upcoming quarter, with a projected earnings per share of about $4.38 for the entire year 2026.

Impact on Suppliers

The positive expectations for NVIDIA directly affect the supplier companies, whose success is strongly linked to NVIDIA’s growth and the demand for their products. Foxconn, SK Hynix, and Samsung Electronics particularly benefit from the increasing demand for semiconductors and components for NVIDIA’s graphics processors and AI chips.

Significance for the Market

In summary, the expected strong results from NVIDIA drive the stock prices of the suppliers up. Furthermore, NVIDIA’s financial results signal robust demand within the semiconductor industry, leading to optimistic market expectations regarding sales and profit growth of the closely connected supplier companies. These market movements reflect the confidence that NVIDIA’s growth also strengthens the entire supply chain sector.