Markets
Earnings analysis, market sizing, and semiconductor industry data.
CXMT Targets Server Memory Market With New Architecture
China’s ChangXin Memory Technologies (CXMT) is continuing its rapid assault on the DRAM market, unleashing a torrent of new supplies into markets that desperately need it. Its latest development is a new DDR5 server memory module planned for the end of 2026. The company is preparing to expand into the high-end server memory market with […]
Andy Patrizio · Oct 13, 2026 · 2 min
Alibaba Unveils China’s ‘Most Powerful’ AI Chip Ahead of U.S.-China Summit
Alibaba Group introduced its most advanced artificial intelligence (AI) chip to date on Tuesday, as well as ambitious plans to train a massive next-generation AI model. The blitz reflects China’s accelerating push toward technological self-reliance, coming just days ahead of a closely watched summit between Chinese and U.S. leaders. Speaking at Alibaba Cloud’s annual flagship […]
Jon Swartz · Sep 22, 2026 · 3 min
NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min
SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
AI Data Center Buildout Could Reach $31.6T by 2050
Despite considerable resistance from residents near construction sites, the global artificial intelligence boom is projected to reach a total of $31.6 trillion by 2050, according to a new report from PwC, and possibly as much as $50 trillion. PwC’s Global Data Centre Outlook estimates that annual spending on data center infrastructure will increase from roughly […]
Andy Patrizio · Sep 9, 2026 · 3 min
Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min
AMD Breaks 30% Client CPU Share in Q2
AMD captured a record share of the PC processor market in the second quarter of 2026, surpassing 30% of client CPU shipments for the first time as a sharp rebound in mobile processors and continued gains in servers offset a steep decline in desktop PCs. The overall x86 CPU market grew by more than 10% […]
Andy Patrizio · Aug 21, 2026 · 3 min
Google Inks $12.2B Custom AI Chip Deal with Marvell, Spurring Tech Stock Shift
Marvell Technology Inc. shares spiked nearly 10% following a regulatory filing revealing that Google has secured the option to buy up to $12.2 billion in Marvell stock. The agreement signals a major expansion in their custom silicon partnership as tech titans rush to build cheaper, viable alternatives to NVIDIA Corp.’s dominant artificial intelligence (AI) processors. […]
Jon Swartz · Aug 20, 2026 · 2 min
Intel’s $36 Billion Second Chance: The Technology Is Working. Will the Business Follow?
One year ago, the United States government made an extraordinary bet on Intel. On Aug. 22, 2025, Washington agreed to invest $8.9 billion in the company, converting previously awarded CHIPS Act and Secure Enclave funding into an equity stake. The goal was bigger than rescuing another struggling American corporation. It was to preserve something the […]
Alan Shimel · Aug 12, 2026 · 9 min
AMD Posts Record Q2 Revenue as AI Data Center Business More Than Doubles
Advanced Micro Devices (AMD) reported record second-quarter revenue and sharply higher profit on Tuesday, driven by surging demand for its data center processors and AI accelerators. AMD reported revenue of $11.5 billion for the quarter ended June 27, 2026, up 50% from a year earlier, while GAAP net income climbed 163% to $2.3 billion. Diluted […]
Andy Patrizio · Aug 6, 2026 · 2 min
HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market
The AI infrastructure buildout is reshaping another corner of the semiconductor industry, with reports indicating that HP, Asus and Acer have begun using limited quantities of DRAM from China’s ChangXin Memory Technologies (CXMT) in selected notebook computers. The move is yet another sign of the growing strain that AI investment is placing on the global […]
James Maguire · Aug 5, 2026 · 2 min
Intel Posts Strong AI-Driven Quarter as Data Center Demand Fuels Growth
Intel reported a stronger-than-expected second quarter as accelerating investment in AI infrastructure lifted demand for its processors, while the company increased manufacturing spending and reaffirmed its strategy to regain semiconductor leadership. The chipmaker posted adjusted earnings of 42 cents per share on revenue of $16.1 billion, comfortably exceeding analyst expectations of roughly 21 to 22 […]
James Maguire · Jul 24, 2026 · 2 min
AMD Challenges NVIDIA’s Dominance with New AI Hardware, Billion-Dollar Partnerships
Advanced Micro Devices (AMD) is launching a powerful new lineup of artificial intelligence (AI) data center hardware on Thursday, directly targeting market leader NVIDIA Corp. The news, unveiled at an industry event in San Francisco, centers around AMD’s efforts to capture market share in both AI training and inference, the computational work behind processing queries […]
Jon Swartz · Jul 23, 2026 · 2 min
Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min
Samsung Negotiates Multimillion-Euro Stake in Mistral AI at $22.8 Billion Valuation
Samsung Electronics is in advanced talks to make a massive financial bet on Europe’s leading artificial intelligence (AI) startup, Mistral AI, signaling a critical shift in how global semiconductor leaders compete for dominance in the AI hardware supply chain. According to a report from The Financial Times, South Korea’s Samsung is negotiating an investment of […]
Jon Swartz · Jul 22, 2026 · 2 min
AMD Challenges NVIDIA’s AI Monopoly as Microsoft Adopts New Helios System for Azure
AMD is taking the fight to NVIDIA Corp. to loosen its ironclad grip on the multibillion-dollar artificial intelligence (AI) hardware market. Culminating a decade-long corporate comeback, AMD said Monday that Microsoft Corp. will deploy its highly anticipated Helios rack-scale AI system. Microsoft will integrate Helios into its Azure cloud platform to power frontier model inference, […]
Jon Swartz · Jul 20, 2026 · 2 min
TSMC Crushes Q2 Earnings Expectations, Raises Outlook
Just days after Samsung’s record-breaking second-quarter earnings, history repeated itself when Taiwan Semiconductor Manufacturing Co. (TSMC) reported record second-quarter earnings on the chipmaker’s central role in the global artificial intelligence (AI) boom. The world’s largest contract chip manufacturer posted second-quarter revenue of NT$1.27 trillion (US$40.2 billion), a 36% increase from Q2 of 2025. Net income […]
Andy Patrizio · Jul 16, 2026 · 2 min
China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min
Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]
Jon Swartz · Jul 9, 2026 · 2 min