…Intel's Foundry business has begun shipping Panther Lake and Wildcat Lake chips on its 18A node, generating $5.1 billion in Q1 2026 revenue. The 14A node is set for risk…
…They show demand forecasts across different AI chip types, with the company expecting CPU demand to grow. For fiscal 2026, ending in March 2027, Ibiden now expects 330 billion yen (€1.78…
…Only four years ago, TSMC was averaging less than $5,000 per wafer of revenue (that’s total revenue divided by wafer output in 12-inch equivalents), but in the March quarter…
…Even if he is right and we are wrong, it will not be long before GPU revenues at AMD almost always beat CPU revenues, simply because GPUs are more expensive and in…
…The cuts echo a TD Cowen forecast earlier this year, when the investment bank questioned how Oracle would finance its expanding AI datacenter buildout and suggested headcount reductions could reach 20,000…
…the next several quarters.” Purchase commitments are obscure enough that most analysts do not forecast them. Unlike revenue, earnings and free cash flow, there is no consensus on where purchase commitments will…
…Nishino also revealed that AI-powered payment tools have generated over $700m in incremental revenues over the past few years by efficiently directing payments. Ai has also driven visual fidelity improvements according…
…Given Dorsey's lack of success generating revenue at Twitter when he ran the company in its early years and Block's November 2025 earnings miss , there may be other factors in…
…Data center sales now represent 51 percent of Intel's revenue, a first for the company. 70 percent of Intel's data center revenue is being driven by cloud and communication service…
…This now means Apple has broken the $100 billion revenue barrier in two successive quarters in 2026. Apple even forecast that the Q3 figures could be as high as $110 billion. The…