Counterpoint Research & Nvidia
17 shared events · Importance 9 · Last updated Aug 09, 2026
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Business
Counterpoint Research: Counterpoint Research provided analyst commentary on TSMC's investment, adding market perspective.
Nvidia: As a major TSMC customer, Nvidia benefits from expanded U.S. capacity and robust AI chip demand. Its demand is a key driver of TSMC's growth.
Jul 16, 2026 · 85 articles
Business
Counterpoint Research: Counterpoint Research estimates memory and storage prices have quadrupled in the past three quarters.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
International
Counterpoint Research: Counterpoint Research provided market share data for Unitree Robotics, supporting the analysis.
Nvidia: Nvidia partnered with Unitree Robotics to use its Blackwell chips in robots, but the ban may limit this collaboration. Nvidia's broader AI business is likely unaffected, but its robotics partnerships may face constraints.
Jul 28, 2026 · 183 articles
Business
Counterpoint Research: Counterpoint Research provided data on NAND revenue growth, supporting the narrative of a memory supercycle.
Nvidia: Nvidia is a major driver of AI memory demand, with its accelerators requiring HBM and NAND. Its platform supports the AI build-out that fuels Western Digital — Sandisk's growth.
Apr 20, 2026 · 95 articles
Business
Counterpoint Research: Research firm providing market share data and forecasts for CXMT.
Nvidia: As a major AI chipmaker, Nvidia benefits from the AI boom and memory supply, though CXMT's rise is not directly impacting it.
Jul 14, 2026 · 113 articles
Business
Counterpoint Research: Counterpoint Research is a firm whose co-founder, Neil Shah, provided expert commentary on the labor union dominance in Asia's chip sector and employee stock options.
Nvidia: Nvidia, an AI chip titan, has seen its valuation soar, leading to many employees with stock options becoming millionaires and some retiring early.
May 20, 2026 · 86 articles
Business
Counterpoint Research: Counterpoint Research provided market share data for memory chip types, including NAND, DRAM, and HBM.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
Counterpoint Research: Counterpoint Research provided estimates on iPhone shipments and market share.
Nvidia: Nvidia lost the title of world's most valuable company to Apple as doubts about the AI boom grow.
Jul 29, 2026 · 6 articles
Business
Counterpoint Research: Counterpoint Research provided HBM market share data: SK Hynix 58%, Samsung and Micron 21% each in Q1.
Nvidia: Nvidia is SK Hynix's largest customer for HBM chips. CEO Jensen Huang reaffirmed the partnership and warned of persistent chip shortages, supporting SK Hynix's growth outlook.
Apr 20, 2026 · 247 articles
Business
Counterpoint Research: Counterpoint Research provided market share data cited in the articles.
Nvidia: Nvidia's AI accelerators pair with HBM; the shortage affects its supply chain.
Apr 20, 2026 · 62 articles
Business
Counterpoint Research: Counterpoint Research provided data on PC and smartphone shipment declines, illustrating the impact of the memory shortage on the broader market.
Nvidia: Nvidia's AI hardware demand is a major driver of the memory chip shortage, indirectly influencing Apple's need to seek alternative suppliers.
Jul 30, 2026 · 38 articles
Business
Counterpoint Research: Counterpoint Research provided market share data showing Samsung's 7% foundry revenue share vs TSMC's 70%.
Nvidia: Nvidia plans to have Samsung manufacture its new AI inference processor, gaining an additional supply source.
Aug 19, 2026 · 9 articles
Business
Counterpoint Research: Research firm; analyst M. S. Hwang commented on AI investment.
Nvidia: Key customer of Samsung's HBM and other memory chips; AI demand drives its own growth.
Apr 20, 2026 · 47 articles
Tech
Counterpoint Research: Counterpoint Research, through its principal AI analyst Ting-Wei Sun, noted the reluctance of some European and US clients in regulated industries to adopt Chinese AI models due to data security concerns.
Nvidia: Nvidia is a US chipmaker whose hardware is not used in the training or running of GLM (AI), indicating China's efforts to circumvent US chip restrictions.
Apr 20, 2026 · 13 articles
Business
Counterpoint Research: Counterpoint Research, through its research director Tarun Pathak, emphasized the critical role of AI agents and the risk Apple Inc. faces if it misses out on this trend.
Nvidia: Nvidia chips will be used in the cloud infrastructure for larger models powering Apple Inc.'s AI push, and Nvidia is also a competitor in the PC market with AI-enabled laptops.
May 19, 2026 · 254 articles
Business
Counterpoint Research: Counterpoint Research is cited as a source for market share data, providing context on Micron's competitive position.
Nvidia: Nvidia is mentioned as a comparison for investment signals and as a major consumer of HBM, indirectly benefiting from the memory supply shortage.
Jun 17, 2026 · 43 articles
Business
Counterpoint Research: Counterpoint Research provided data indicating that iPhone 17 sales outperformed its predecessor by 14% in the US and China.
Oct 28, 2025 · 9 articles
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