NVIDIA vs Broadcom, how far can AI chip dominance go?

NVIDIA or Broadcom!!!

Overnight global issues refocused Korea's market attention for today.

[Collected at] 2026-08-27 08:20 KST

Retail investors:

"Who wins the AI chip race!!!"

On the macro side, the US big tech and AI demand debate is running alongside a cryptocurrency ETF rally.

Who leads AI chips, NVIDIA or Broadcom?

(Source: overnight news headline roundup)

Multiple headlines analyze NVIDIA earnings and demand

Many headlines focus on NVIDIA vs Broadcom leadership

Earnings and data center demand are the core issues.

AI chips are the processors that speed up computation for large language models and similar tasks.

Retail investors:

"So what should I watch?"

Start with earnings-related key indicators, namely data center orders and AI server shipments.

What clues did overnight markets give?

US sectors: Materials +3.48%, Healthcare +3.28%, IT·Semiconductor -2.09%

Korea sectors (final close): Utility +2.55%, Industrials +2.22%, IT·Semiconductor -0.26%

US IT and semiconductors showed weakness, but AI-related names diverged in performance.

Why does crypto ETF flow matter?

Bitcoin ETF net inflows continued, BTC up 23% over 7 days then rally slowed

Improved risk appetite can be supportive for AI and data center investment sentiment.

What to focus on in the Korean session?

1) Market reaction to NVIDIA earnings news and related Korean company updates

2) Earnings and disclosures from data center and AI equipment beneficiaries

3) Foreign and professional investor flows

KOSPI: 6,808.21 (+0.97%) [2026-08-26 final close]

KOSDAQ: 826.87 (-0.03%) [2026-08-26 final close]

Data center order indicators are a direct signal of server, storage orders and AI chip demand.

So will it rise or fall

Downside pressures

• US IT·Semiconductor -2.09% - earnings caution and short-term headwind

• NVIDIA earnings volatility - potential for sharp moves tied to results

• China robot and AI company risks - could weaken sector credibility

Support factors

• Bitcoin ETF net inflows continued - underpins risk appetite

• Korea KOSPI final close +0.97% - overall bullish tone

• Data center and AI demand remain a long-term story - shows resilience if earnings confirm

For reference only.

PickStock 💡

※ This article is for information purposes and is not investment advice.

※ Investment decisions and responsibility rest with the investor.

※ Figures are as of the time of writing and may change.