Search: Sales and market share

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

… Swipe to scroll horizontally Company Q1 2026 Revenue Q1 2026 Share Q1 2025 Revenue Q1 2025 Share YoY Growth Dell Technologies $20,280.8M 16.5% $5,893.3M 6.3% +244.1% Super Micro $9,331.0M 7.6% $4,075.8M 4.3% +128.9% Lenovo $5,621.8M 4.6% $4,118.4M 4.4% +36.5% IEIT Systems $4,012.0M 3.3% $4,313.7M 4… …

Jun 22, 2026 · Anton Shilov

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'

Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned the lion's share of China's AI accelerator market just two years ago . …

May 3, 2026 · Anton Shilov

SK hynix files to raise up to $29 billion in historic Nasdaq listing — all proceeds going to advanced AI memory fabs and EUV tool orders

… The offering covers 17.79 million newly issued common shares and would rank among the largest ADR sales ever completed. …

Jun 24, 2026 · Luke James

Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027

… Single-digit percent of the server market While $100M worth of AGI CPUs in Q4 2026 and over $2B of demand for the next two fiscal years looks like a lot of money especially given the fact that Arm's current annual revenue is $2.61B , Arm's presence in the server and data center CPU market silicon C… …

May 11, 2026 · Anton Shilov

FCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share

… When the U.S. banned imports of Chinese hardware, China doubled down on investing in its domestic market and sources, as well as fighting to build friendly relations with other countries and markets. …

Aug 11, 2026 · Jon Martindale

U.S. PC shipments drop 7%, market isn't expected to bounce back until 2029 — price hikes and component shortages take hold as PC market declines, Omdia report suggests

… Where HP was firmly the ruler of the roost last year, it has fallen, losing close to four percent in market share, leaving just enough room for Dell to take the crown. …

Jul 2, 2026 · Jon Martindale

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer and gaming revenue to decline in Q2 over rising memory and component costs

… Furthermore, AMD raised its long-term outlook for the server CPU market, expecting it to reach $120 billion by 2030 due to increased demand from AI and agentic AI workloads. At the same time, the company admitted that sales of its AI accelerators were down sequentially. …

May 6, 2026 · Anton Shilov

Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% — memory alone now comprises up to 64% of the total cost of lower-tier smartphones

… According to new market analysis from tech research firm Omdia , the smartphone market, particularly the entry-level market, is on the brink of a massive contraction. …

Jul 8, 2026 · Zak Killian

GameStop CEO says Sony's decision to go disc-less is 'totally irrelevant' — claims software, including physical discs, accounts for only 12% of the company's business

… Swipe to scroll horizontally GameStop FY2025 net sales by product category Category FY2025 net sales Share of total FY2024 net sales Change Hardware & accessories $1.84 billion 50.7% $2.09 billion −12.3% Collectibles $1.06 billion 29.2% $717.9 million +47.7% Software $729.3 million 20.1% $1 billion… …

Jul 17, 2026 · Etiido Uko

Memory maker CXMT overtakes Tencent to become China's most valuable company 17 days after its IPO — now worth $524 billion

… CXMT held 7.67% of the global DRAM market in 2025, according to sales figures in its IPO prospectus. …

Aug 13, 2026 · Luke James

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