… Broadcom Broadcom, which has arguably emerged as the core enabler of the AI ASIC ecosystem, reported $8.4 billion in AI semiconductor revenue for Q1 FY2026 ending February 2026 , a 106% year-over-year increase, and guided to $10.7 billion in Q2. …
… TrendForce has estimated that conventional DRAM contract prices rose 90% to 95% quarter over quarter in Q1 2026, with a further 58% to 63% increase expected in Q2. NAND flash contracts climbed roughly 60% in Q1, and TrendForce projected a 70% to 75% increase for Q2 . …
… Semiconductors Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association. …
… It signed a $6 billion supply agreement with manufacturer Corning in January, which also disclosed two additional deals of similar scale with unnamed hyperscalers in its Q1 2026 earnings. …
… AMD already holds a record 46% server CPU revenue share as of Q1 2026, according to Mercury Research, up from roughly 40% at the company's Financial Analyst Day in November last year. …
… That nearly perfectly offsets xAI's annualized net loss of approximately $6 billion as of Q1 2026, effectively pulling the company to breakeven in a single contract. …
…Apple reportedly strikes deal for Intel to make some of its chips By Jowi Morales Published 8 May 26 Semiconductors Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are…
…Apple reportedly strikes deal for Intel to make some of its chips By Jowi Morales Published 8 May 26 Semiconductors Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are…
… "Starting in the latter half of FY2026 which begins on October 1, 2026 , shipments of glass substrates to the second customer will begin in addition to our current primary customer," said Eiichiro Ikeda, chief executive of Hoya. …