Nvidia Next-Gen AI Chip 'Rubin' Mass Production Imminent: Key Background of Nasdaq Rally and HBM Beneficiaries
With the news of Nvidia's next-gen AI chip 'Rubin' mass production and strong demand from big tech, the Nasdaq is experiencing a powerful rally. We summarize the impact on domestic stocks like Samsung Electronics and SK Hynix in the HBM supply chain.
Mass production of Nvidia's next-generation AI chip 'Vera Rubin' is in full swing, driving a powerful upward rally in the US Nasdaq market. Coupled with explosive cloud infrastructure demand from global big tech companies like Amazon and Google, large-scale buying is flowing into HBM (High Bandwidth Memory) related stocks such as Samsung Electronics and SK Hynix.
Nvidia's 'Rubin' Mass Production Leads the Nasdaq Bull Market
In August 2026, the key driver of the US stock market is undoubtedly the 'continuity of AI infrastructure investment'. Nvidia recently announced that it has entered the full-scale mass production phase of its next-generation AI platform, 'Rubin', which is scheduled to be supplied to major Cloud Service Providers (CSPs) starting in the second half of 2026.
As big tech companies reaffirmed their commitment not to reduce capital expenditures (CAPEX) for building AI data centers, buying momentum has concentrated on Nvidia, the absolute powerhouse of the AI hardware ecosystem. As a result, the Nasdaq index has broken through major resistance levels, demonstrating a strong rally centered on tech stocks.
Samsung Electronics & SK Hynix: Impact of HBM Specification Changes
Nvidia's stock price surge is acting as a powerful momentum for the domestic stock market, especially for the top two semiconductor giants, Samsung Electronics and SK Hynix. A notable point is the adjustment of HBM specifications for the next-generation chip 'Rubin Ultra'.
- Prolonged HBM Shortage: With HBM supply shortages expected to last until 2027, the pricing power of semiconductor manufacturers is expected to strengthen further.
- Specification Diversification: As Nvidia considers diversifying specifications from the existing 12-hi HBM4E to 8-hi HBM4E, the burden of securing yields for Samsung Electronics and SK Hynix may ease, potentially accelerating earnings improvement.
- Driving Stock Prices: Expectations of increased AI memory demand in the second half of the year are being priced in, attracting net buying from foreign and institutional investors and leading the rise of the KOSPI index.
Frequently Asked Questions (FAQ)
Q1. When is Nvidia's Q2 earnings release, and what are the key points to watch?
Nvidia's Q2 2026 (Fiscal Year 2027) earnings release is scheduled for August 26. The market expects strong growth with revenues around $91 billion to $92 billion. Future AI chip demand visibility and margin improvements will be the biggest watershed for short-term stock price direction.
Q2. How is the 'Rubin' chip different from the previous model?
Rubin is the successor to the previous 'Blackwell' generation, a next-generation AI accelerator that maximizes power efficiency and innovatively boosts data processing speeds. Notably, it supports the latest 6th generation HBM, 'HBM4', making it optimized for training and inferencing more massive AI foundation models.