Semiconductor Stocks Rally on Surging AI Memory Demand as Nvidia Faces Next-Gen Rack Delay Controversy

테크주 | Tue Jul 07 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 sources

Semiconductor stocks rebounded on Samsung's earnings surprise and anticipation of SK Hynix's US listing, while reports emerged of Nvidia's Kyber rack being delayed to 2028.

Analysis

[Samsung Electronics] posted a 19-fold surge in quarterly profit on explosive AI memory demand ^[2][5]

• Surging demand for memory chips for AI data centers
• Record-high profit for three consecutive quarters
• High memory prices drove April-June performance

[Micron Technology] rebounded as optimism returned to the semiconductor sector ^[1][7]

• Rose 1% Monday after last week's sharp decline
• Gained as much as 4% intraday
• Risk of exit from trillion-dollar club highlighted

[Western Digital and Seagate] saw storage stocks surge ^[1]

• Western Digital rose over 7%
• Seagate Technology rose over 5%
• Sandisk slightly declined

[Kioxia and Sandisk] began mass production of 10th-generation 3D flash memory ^[6]

• Started production of next-generation 3D NAND flash

[Nvidia] reportedly delayed its next-generation Kyber rack system to 2028, over 12 months behind schedule ^[9]

• SemiAnalysis cited PCB midplane manufacturing difficulties
• NVL576 large-scale system may also be delayed or volume-limited
• Backup plan cancelled due to opposition from CSPs and hyperscalers
• Nvidia denied the report
• stating the roadmap is on track

[SK Hynix] fueled continued chip stock rally ahead of US listing and Samsung earnings ^[1][3][4][8]

• Anticipation for SK Hynix's US listing
• Signs of a continued AI-driven bull market
• Jim Cramer called last week's decline a misjudgment
• diagnosing it as a revenge trade

Sources

• [1] Micron’s stock gains, signaling a ‘return to optimism’ about the chip sector - MarketWatch Top Stories
• [2] Samsung Profit Surges Past Estimates on AI Memory Chip Demand - Bloomberg Markets
• [3] Asian Stocks to Gain, Samsung Slides After Profit: Markets Wrap - Bloomberg Markets
• [4] Tech Stocks Extend Rally Ahead of Samsung Earnings, SK Hynix IPO - Bloomberg Markets
• [5] Samsung boasts third straight quarter of record profit on AI demand - Financial Times
• [6] Kioxia and Sandisk (SNDK) Begin Production of 10th-Generation 3D Flash Memory - Yahoo Finance
• [7] Micron Risks Falling Out of the Trillion-Dollar Club. AMD Stock Has a Clear Path to Joining. - Yahoo Finance
• [8] Jim Cramer: Chip stocks are staging a revenge trade for last week’s misguided selling - CNBC World Markets
• [9] Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says - CNBC World Markets