In fact, NVIDIA’s trajectory signifies more than just a simple stock price increase. It also serves as a crucial indicator for glimpsing the future of AI technology. From now on, we will sharply analyze the real reasons why NVIDIA is overcoming ‘AI peak’ theories and once again drawing market expectations.

Record-Breaking Performance and Unrivaled AI Infrastructure Dominance

NVIDIA’s recent performance is truly overwhelming. For the first time ever, its annual revenue for fiscal year 2026 surpassed $200 billion. Notably, data center revenue surged by 75% year-over-year, driving overall growth. This is all thanks to the transition to GPU-accelerated computing. With companies investing astronomical sums in building AI infrastructure, NVIDIA’s GPUs are becoming the core driving force.

While competitors have also jumped into AI chip development, NVIDIA’s accumulated technological superiority remains robust. It’s also important to note that they aren’t just selling hardware; they are employing an integrated AI platform strategy that encompasses everything from AI model training to inference, deployment, and operation. Ultimately, NVIDIA is exclusively providing the essential infrastructure for the AI era, effectively holding a ‘golden goose.’ In such a situation, isn’t a rising stock price a natural outcome?

• First-ever annual revenue exceeding $200 billion: For fiscal year 2026, direct evidence of exploding AI infrastructure demand.
• Data center revenue surged 75%: Demonstrates its unrivaled position in the AI accelerated computing market.
• Integrated AI platform strategy: Secured competitive advantage by building an ecosystem that spans hardware and software.

GTC 2026: Innovation Quells Market Concerns

NVIDIA’s annual developer conference, ‘GTC 2026,’ held last March, once again astonished the world. CEO Jensen Huang unveiled the next-generation AI data center platform, ‘Vera Rubin,’ and the AI GPU architecture, ‘Rubin Ult.’ Particularly noteworthy was the fact that AI itself revolutionized the semiconductor design process. The announcement that AI completed a task that would take human engineers 10 months in just one night was truly shocking. This demonstrates that AI is not merely an auxiliary computational tool but is penetrating even creative domains.

Furthermore, NVIDIA introduced ‘Vera CPU,’ a new CPU optimized for AI agent workloads, challenging the existing CPU market. The first global unveiling of a new AI model and AI assistant, ‘Nemoclo,’ in Korea (excluding its home country) also underscores the importance of the Korean market. Such technological innovation and market expansion strategies serve as powerful rebuttals to those who advocate ‘AI peak’ theories. NVIDIA continues to evolve without stopping.

• ‘Vera Rubin’ platform and ‘Rubin Ult’ GPU architecture unveiled: Set the standard for next-generation AI technology.
• AI-driven semiconductor design innovation: Significantly shortens development time, strengthening competitive advantage.
• ‘Nemoclo’ first unveiled in the Korean market: Acknowledges the importance of the Korean AI ecosystem and strengthens strategic cooperation.

NVIDIA Stock Outlook Amidst Intensifying Competition

Of course, NVIDIA’s path is not entirely smooth. Competitors like AMD and Intel are accelerating their own AI chip development, and big tech companies such as Google and Microsoft are releasing custom AI chips, putting a brake on NVIDIA’s dominance. In particular, the AI chip market is also showing signs of expanding from training GPUs to inference CPUs. This intensifying competition can ultimately fuel market concerns about NVIDIA’s stock price.

Currently, the outlook for NVIDIA’s stock is mixed. Some expect it to rise to an average of approximately $396.52 by the end of 2026, but at the same time, macroeconomic factors such as surging oil prices and a sell-off in software stocks are also putting downward pressure on the stock price. Ultimately, NVIDIA faces the challenge of maintaining market dominance through technological innovation while flexibly responding to intensifying competition and changes in the external environment.

• AMD, Intel, and other competitors accelerating AI chip development: The competitive landscape of the AI chip market is becoming more intense.
• Big tech companies developing their own AI chips: Google TPU, Microsoft’s custom chips, etc., could affect NVIDIA’s market share.
• Macroeconomic uncertainty: External factors such as oil prices and trade conflicts can increase stock price volatility.

NVIDIA’s stock price is more than just a company’s performance; it’s a crucial indicator of the entire AI industry’s trajectory. While it refutes ‘AI peak’ theories with technological innovation and market dominance, it also faces the challenges of fierce competition and macroeconomic variables. It remains to be seen whether NVIDIA can overcome all these difficulties and firmly maintain its position as the leader of the AI era.

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2026 Performance Explosion! The Truth Behind the Black Ink Conversion

Honestly, Husung has been in a slump for the past few years due to the sluggish front-end industry of secondary batteries. In April 2025, the stock price even hit rock bottom at 3,800 won. But lo and behold, they succeeded in turning a profit with an operating profit of 22.1 billion won in 2025, and an operating profit of a whopping 41.7 billion won is expected in 2026. Sales are also projected to grow by 23% to 579.5 billion won. Isn’t this a complete “surge”?
This dramatic turnaround is possible because the large-scale depreciation of facilities, such as the LiPF6 factory in China, which had been holding them back, has been completed, alleviating their financial burden. Many evaluate that the foundation for focusing on new business expansion has now been laid. The stock price also surpassed 10,000 won as of April 6, 2026, and news is also heard that the target stock price has been raised to 12,000 won.

Semiconductor Special Gas, the Hidden Helper of HBM4 and 2nm Process

One of Husung’s key growth engines is its semiconductor special gas business. HBM (High Bandwidth Memory) is incredibly hot these days due to AI semiconductors, isn’t it? The demand for special gases like NF3 and C4F8 is said to increase exponentially in cutting-edge semiconductor processes like HBM4 and 2nm. Husung is greatly contributing to the stabilization of the supply chain by supplying products to major domestic semiconductor manufacturers like Samsung Electronics and SK Hynix.
In particular, the final test for the localization of ultra-high purity gas is expected to pass in 2026, so they are expected to benefit significantly from localization. Furthermore, as the price of tungsten, an essential semiconductor material, has soared, the importance of tungsten hexafluoride (WF6) is also increasing. Did you know that Husung is almost the only company in Korea that produces WF6? As the semiconductor market grows, Husung’s role will inevitably become more important.

Secondary Battery Material LiPF6, Shining Domestic Technology Amidst US Regulations

Husung is the only company in Korea that produces LiPF6 (lithium hexafluorophosphate), a core material for secondary battery electrolytes. Although they have faced difficulties due to the sluggish secondary battery industry, they are aiming for both cost reduction and expansion effects by completing the improvement of the LiPF6 production process at their Ulsan factory by the end of 2025.
In particular, as US FEOC (Foreign Entity of Concern) regulations are strengthened, it is becoming difficult for Chinese-made electrolytes and core materials to enter the US market. In this situation, a company like Husung, which is the only one in Korea to produce LiPF6, is bound to benefit from the ripple effect. In 2026, as major domestic battery cell manufacturers’ factories become more active, Husung’s secondary battery material business is also expected to flourish.
In short, Husung is pursuing a strategy to catch two birds with one stone: semiconductors and secondary batteries. It will be interesting to watch what important role Husung will play in our industrial ecosystem in the future.

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