… Samsung's Q1 2026 operating profit guidance: A story of relentless memory-driven boom Samsung has now released key guidance for its upcoming Q1 2026 earnings disclosure, blowing away even the wildest of estimates. …
… Thankfully, demand for premium devices has increased the ASP by 12 percent compared to Q1 2025. At the center of this growth is Apple, whose ASP increased by 11 percent thanks to ravenous demand for the iPhone 17 and iPhone 17 Pro Max. …
… As you think about the growth rate now going forward, it's going to become a significant part of the AI TAM." - David Zinsner, Intel Earnings Call Q1 '26 As agentic workloads explode and demand continues to increase, CPUs could start to outnumber GPUs - meaning you would have multiple CPUs handling… …
… Related Story Samsung Drops World’s First 4K 360Hz Penta Tandem OLED at Computex, Headlining a 16-Monitor Stack From 8.8 to 49 Inches Samsung Electronics Q1 2026 earnings highlights Here are the main highlights of Samsung's latest earnings disclosure: Quarterly sales of 133.9 trillion won $90.13 bi… …
… The uptrend is expected to continue into Q1 2026, and by then, "chip inventories" are anticipated to be depleted, which is a significant concern, yet it also shows signs of tremendous growth for the foundry division. …
AMD has just announced its earnings for Q1 2026 , posting a record revenue of $10.3 billion driven by strong demand for its EPYC CPUs & Instinct accelerators in the AI segment. …
… Read all comments on Memory Manufacturers Earned More In Q1 Than All of Last Year, Prices To Spiral Up Another 40% In Q2 2026
… ARC Raiders, together with new NEXON releases, drove horizontal revenue growth of 188% year over year to ¥59.3 billion roughly $409 million in Q1 2026. …
… This comes as SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. …
… Seeing as how CXMT has generated $3 billion in earnings from a single deal, imagine the heights the company could reach if Apple brings it on board as a supplier? …