Jul 6, 2026 · 7 min
Nvidia delay rattles Asian chip suppliers as defense stocks rise
SK Hynix Drops, Murata Plunges, Tencent Rises
The episode connects Nvidia’s delayed AI server rack architecture with pressure on Asian technology suppliers, while tracking stronger defense shares and Tencent’s AI-driven rebound.
- 1Nvidia’s delayed AI rack architecture weighs on Japanese and South Korean technology suppliers.
- 2Samsung and SK Hynix face upcoming earnings scrutiny alongside potential custom chip deals.
- 3Defense stocks rise in Japan and South Korea as Tencent gains after JPMorgan’s positive AI-agent outlook.
Don't miss
Anthony Stevens explains how Nvidia’s delayed AI server rack architecture is affecting Japanese and South Korean technology suppliers.
The brief
Hosts Stephen Carroll and Caroline Hepger introduce markets reporter Anthony Stevens for a concise look at Asian technology and defense stocks.
Stevens focuses on Samsung and SK Hynix, where upcoming earnings and custom chip deals could shape expectations for South Korea’s semiconductor giants.
The central tension is Nvidia’s delayed AI server rack architecture, which is affecting Japanese and Korean suppliers even as defense stocks rise in both markets.
Tencent shares move higher in Hong Kong after JPMorgan offers positive projections for the company’s new AI agent, adding a brighter note to the regional picture.
The episode frames Asian markets around competing forces: disruption for AI hardware suppliers, potential chip demand, stronger defense shares, and Tencent’s AI optimism.
What was said on this episode
8 statements · 4 positive · 2 negative · 2 neutral
Samsung’s custom-chip deals with Meta and Anthropic are supporting its share price.
“Samsung being tapped to do custom chips for Meta shortly after it kind of organized that with Anthropic. So this is a new vertical line for Samsung which is kind of helping the share.”
Listen at 1:11
New memory supply is weighing on SK Hynix.
“Hynix is down too as people continue to process this memory supply that is coming online”
Listen at 1:23
Nvidia’s new AI rack architecture has been delayed.
“Nvidia's new AI rack architecture, not the chips, but the racks that the chips sit in, has been delayed”
Listen at 2:04
South Korea and Japan are pursuing naval-focused military expansion and modernization.
“These two countries are pursuing their military expansions and military modernizations mostly along the naval side of things.”
Listen at 2:53
Hanwha is building a new South Korean battleship.
“the Koreans have a new battleship coming along that's being being made by Hanwha”
Listen at 3:00
Samsung is expected to report very strong, potentially record, results.
“everybody expects very strong results. Record results are expected.”
Listen at 3:42
Samsung earnings expectations range from 60 to 90 trillion won.
“There is quite a wide range from 60 to 90 trillion won”
Listen at 3:46
Investors want Samsung to report multiyear orders and capacity to fulfill them.
“We want Samsung to say that they have multi year order books and that they have the capacity to fill those order books.”
Listen at 4:09
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Anthony Stevens
Nvidia Corporation
Defense ManufacturingListen to the full episode and explore every guest, topic, and moment on PodLume.