… Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory." CEO Dr. …
… This load is expected to sit at 2.4x for 2028, with growth in ASICs, AI servers and server CPUs expected to drive this growth, while the demand for PCs is expected to dip. …
… We and other forecasters think the PC market could see as much as a -10% decline in 2026. - JPR The more interesting aspect of this report is that major GPU manufacturers have seen their market share trimmed, with both Intel and NVIDIA seeing 1.2% and 1.4% declines, respectively, while AMD surprisi… …
… For 2026–2028, Newzoo forecasts the market to grow at a 5.1% CAGR compound annual growth rate , reaching $234.4 billion by 2028 . …
… Sony also shared the FY2026 forecast. …
… Looking ahead, the ramp-up in production and delivery of these models is set to drive even more significant growth in the following quarter. Asus recorded the most explosive YoY growth, surging by an impressive 20% to reach 4.8 million units, driven by solid consumer notebook demand. …
… Key Forecasts 3Q 2026 pricing : +40% to +50% QoQ 4Q 2026 pricing : +30% to +40% QoQ 2027 pricing : +40% to +45% YoY 2028 ASP : Potential decline due to 15%–20% supply growth from new capacity vs slower demand Currently, 50% of the total capacity is covered in long-term deals and contracts that are … …
… So basically, we give you the forecast for this year, but we want to increase three times. …
… The company is forecasting record net bookings of $8.0 billion to $8.2 billion and GAAP net revenue of $7.9 billion to $8.1 billion . Take-Two also said it has 29 titles planned through fiscal 2029 , a robust slate that will support growth beyond Rockstar's behemoth. …