Articles Tagged “Semiconductors”
11 articles found
Foxconn Record Revenue: What a NT$1 Trillion Month Signals
Foxconn topped NT$1 trillion in monthly sales for the first time in September, and Q3 revenue rose 47% to NT$3.03 trillion on AI server demand.
Micron Earnings Preview: Three AI Memory Signals to Watch
Micron reports on September 30. This earnings preview explains three useful checks: revenue mix, margins and the cash cost of expanding memory output.
Fujitsu MONAKA Puts 144 Arm Cores on Sale in November
Fujitsu's 2nm MONAKA server CPU packs 144 Armv9 cores and claims twice the AI inference throughput of rival CPUs at half the power. On sale in November.
SK hynix Explores First US Memory Production at Intel
Reuters reports SK hynix is weighing memory manufacturing at Intel's Ohio site. The company confirms it is exploring options but nothing is signed.
Server Market Hits a Record $166.3B in Q2 2026, Up 52%
IDC says worldwide server revenue rose 52% to a record $166.3 billion in Q2 2026, with GPU systems taking 53% of revenue at an average $170,200 each.
StarFive Dubhe-100 Is a Server-Class RISC-V CPU Core
StarFive's Dubhe-100 is an RVA23-compliant RISC-V core hitting 15 SPECint2006 per GHz, with a 15-stage out-of-order pipeline and KVM already running.
Marvell Google TPU Deal Comes With a $12.2B Warrant
Marvell expanded its custom silicon work for Google's TPU ecosystem and issued a warrant for up to 58.97 million shares at $206.58, worth $12.2B.
Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B
Analog Devices posted record Q3 revenue of $4.02 billion, up 40% year over year, with adjusted EPS of $3.45 and a Q4 outlook calling for $4.3 billion.
ChipAgents Hits $134M as AI Agents Speed Chip Design
ChipAgents added $60 million on July 29, expanding its Series A to $134 million after deploying agentic AI at more than 120 semiconductor companies.
Micron Surges 38% On the Week As AI Memory Demand Drives Memory Stocks to Record Highs
Micron Technology jumped over 15% on May 8, 2026 to push past $850B market cap, capping a 38% weekly surge as AI memory demand sends DRAM and NAND prices sharply higher.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.