NVIDIA has released its results for May–July 2026, with the impact of surging memory prices on gross margin drawing attention. Meanwhile, the October revision to the Liquor Tax Act is expected to bring competition in the beer industry into a new phase.
NVIDIA announced its results for May–July 2026. A key point in the results is the possibility that surging memory prices will affect gross margin.
The article focuses on how rising memory prices may be reflected in manufacturing costs and profit margins.
Analysis by Matsui Securities analyst Oyama Toshiyuki (大山季之) also explains how to interpret the results and the outlook going forward.
The October revision to the Liquor Tax Act may change the competitive environment in the beer industry and create a new phase of competition.