NVIDIA's Earnings Surprise Ends the AI Bubble Debate! Top 10 Korean and U.S. Leading Stocks Set to Soar Alongside It
■ Introduction: The AI industry, the start of a true supercycle proven by numbers NVIDIA announced record-breaking results of nearly 100 trillion won in a single quarter,
completely putting to rest the 'AI bubble' debate that had been weighing on the market. With CEO Jensen Huang offering strong earnings guidance, saying "demand for computing is growing exponentially," the structural growth of the AI industry has now become an undeniable reality.
What matters is the next step.
We have compiled, split into domestic and overseas, 10 key leading companies that can ride the tremendous earnings rally of market leader NVIDIA, benefit directly from the trickle-down effect and grow your account significantly.
🇰🇷 1. Key domestic value chain: semiconductor equipment and infrastructure
1️⃣ SK hynix (global No. 1 in HBM)
Investment point: NVIDIA's most reliable partner. Its alliance is so tight that Jensen Huang personally asked it to speed up HBM supply, making it the domestic leader that benefits most directly from the earnings announcement.
2️⃣ Hanmi Semiconductor (dominance in key HBM equipment)
Investment point: The world's best maker of thermo-compression bonders (TC bonders), equipment essential for SK hynix's HBM production. It holds a virtually irreplaceable position and moves in perfect sync with the large caps.
3️⃣ ISU Petasys (leader in high-layer AI boards)
Investment point: A genuine beneficiary that directly supplies multilayer printed circuit boards (MLBs) for AI accelerators to global Big Tech companies such as NVIDIA and Google. As data center servers increase, demand for boards also grows explosively.
4️⃣ Techwing (powerhouse in high-speed HBM test equipment)
Investment point: It has unrivaled technology in test handlers that raise HBM yields (the share of finished products that pass). As back-end testing grows in importance, it is a solid small/mid-cap that absorbs the warmth from the market leaders directly.
5️⃣ HD Hyundai Electric (leader in AI power infrastructure)
Investment point: The more data centers filled with NVIDIA chips, the more enormous amounts of electricity are needed. The end of the AI bubble debate means faster data center expansion, so ultra-high-voltage transformers are an essential sector you absolutely must include in your portfolio.
🇺🇸 2. Key overseas value chain: dominating the data center ecosystem
6️⃣ TSMC (exclusive contract manufacturer of NVIDIA chips)
Investment point: However brilliant the chips NVIDIA designs, the one that physically makes them in the end is Taiwan's TSMC. It virtually monopolizes advanced semiconductor foundry, so the better NVIDIA sells, the more nonstop TSMC's fabs run.
7️⃣ Broadcom (the strongest player in AI networking chips)
Investment point: For tens of thousands of AI chips to exchange data inside a data center without delay, ultra-high-speed communication chips are essential. It is the absolute powerhouse in AI networking infrastructure, splitting the ecosystem with NVIDIA.
8️⃣ Vertiv Holdings / Vertiv (the ultimate in data center thermal management)
Investment point: The No. 1 company in 'liquid cooling' systems that cool the enormous heat generated when high-performance AI chips run. As NVIDIA's next-generation chips (such as Blackwell) are adopted, demand for Vertiv's cooling solutions is bound to follow.
9️⃣ ARM Holdings / ARM (global semiconductor design IP)
Investment point: ARM, which dominated the brains of smartphones, has now expanded into AI data centers. Because NVIDIA's next-generation AI superchips (such as Grace) are built on ARM's architecture, it is on a structural trajectory to soar.
🔟 Palantir (leader in AI software)
Investment point: If NVIDIA is the leader in hardware, Palantir is the leader in software data analytics. Beyond the U.S. Department of Defense, even large private companies are increasingly adopting Palantir's AI Platform (AIP), proving its explosive earnings growth.
■ Closing There may be short-term share price volatility, but the trend of the era led by artificial intelligence cannot be reversed. Add the 10 key leading stocks above, whose earnings are clearly delivered and proven by numbers, to your watchlist, and actively look for pullback timing when foreign buying flows in.